As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you value and what you're working towards before you invest your money.
Growing up in a large family (third of nine children), I learned about practicing economy and the value of each dollar. I grew to have an affinity for the commonsense advice of Benjamin Franklin, especially his maxims under the pen name of Poor Richard. I work hard to provide commonsense advice in turn as I seek to help make sense of investing and each person's broader financial picture.
When it comes to making a decision about who your family should partner with over the long term, I recommend working with a financial advisor that is up front about costs, proactive about contacting you and continuously seeking up-to-date knowledge and research. Earning and maintaining a Certified Financial Planner™ (CFP®)* certification, in addition to required licenses and continued education, is part of how I demonstrate my commitment to these ideals.
Cheyenne and I look forward to working closely with you, your CPA, attorney and other professionals to help determine the most appropriate financial strategies for you and your family.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Retirement Income Strategies
- Divorce Finances
- College Savings
- Charitable Giving
- Retirement Savings Strategies
- Intergenerational Planning
My Personal Interests
- Active Lifestyle
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