My interest in finance began at home. My dad read the business section of our paper every day, and on Fridays evenings, our TV would be tuned into "Wall Street Week". When I asked him why he was so interested in finance, we began having discussions about how the markets work and how it impacted our family. Those conversations prompted me to explore the world of finance and put me on a path that ultimately led me to start my career with Edward Jones in 2003.
With a family of my own, it's important for me to understand how our changing world will affect not only the life I've built with my wife, Ali, and our children, Liam, Pennie Sue and Graham, but also the families that rely on me for advice and guidance. As your financial advisor, it's important that I invest the time needed to understand what you're working toward before you invest your money and after; it's equally important that I understand how you feel about risk when investing, so we can balance that with the steps necessary to help you reach your long-term goals.
To help me achieve this, I have the assistance and support of my branch administrator, Sandy Sitzes, who has 25 years of experience at Edward Jones, and literally thousands at our home office who partner with me to help ensure you receive the most current and comprehensive guidance available. Our process is an ideal fit for families who are serious about reaching their long-term goals and who value human-centered wealth strategies to help them achieve those goals.
Whether you're planning for retirement, a work-optional lifestyle or paying for education needs, we'll work with you and your family to develop a strategy to help you achieve your goals. We welcome the opportunity to partner with your other trusted professionals to develop a tailored strategy to help you keep on track. My office is committed to partnering with you in your journey and will work hard to help you achieve your goals while providing you with superior customer service.
My Personal Interests
- Coaching Sports
- Health & Nutrition
- Traveling
- Spending Time with Family
- Pets
Personal Interests
- Coaching Sports
- Health & Nutrition
- Traveling
- Spending Time with Family
- Pets
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