My career with Edward Jones began in 2011; my desire from the beginning was to educate individuals and families on how to build wealth and retire the way they want to. Our team has spent the last nine years following an established process to help our clients achieve their financial goals. We partner for life and look forward to helping them stay on track.
My partner in the business and the branch office administrator is Sherrie King. She has been with me for eight of these nine years. We love that we get to work with local families and businesses in the area. The friendships and relationships are the absolute best part of the job.
In order to better serve my clients, I have obtained the Certified Financial Planner® professional designation. 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.
We believe the best plan is a simple one. It all begins with a conversation, so give us a call or stop by - we look forward to meeting you.
My Personal Interests
- Personal Fitness
- Outdoor Enthusiast
- Coaching Sports