
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
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As your Edward Jones branch team, we believe it’s important to invest our time in understanding what your goals are before you invest your money. Working in partnership with you and other key members of your team – like your CPA or attorney – as needed, I can help determine the most appropriate financial strategy for you and your family to help achieve success. As your financial advisor, I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
We have an established process. Assembling your relevant financial history into a report which measures where you are today financially and projecting your future financial security is critical to that process. It is your goals that matter; we know how to quantify them. Once set, implementing an investment strategy to support your desired financial destination is the next step of the process. Lastly, partnering to evaluate how well you are remaining on track to reach your desired goals or adjust to new ones is a regular aspect to our office's function.
My team and I strive to build lasting relationships through personal contact. We are not just a brokerage firm; we care about the wellbeing of our clients. Those personal relationships and the due diligence we take in working with you are the best parts of what we do. We are here to build relationships for generations to come.
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Sat | Closed |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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