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Before you can begin working toward achieving your financial goals, you must first define what is most important to yourself and your family. These goals may include retiring comfortably, helping your children or grandchildren through college, a comprehensive financial strategy or something else.
For me, it is important to understand what is most important to you. From there, we will use an established process to build a personalized strategy, and partner together throughout your life to help keep you on track.
A 2018 graduate of Missouri State University, I hold a master's degree in business administration in conjunction with a graduate certificate in finance. I also have a bachelor's degree in marketing management. Growing up in St. James, I learned several things that my degrees could not teach me, including the irreplaceable cohesion of a tightknit community and the importance of helping your neighbors. I am not only excited to be home, I am excited to help people in our community with the complexities surrounding long-term financial strategies.
Edward Jones was the obvious choice for this career, as they have consistently ranked as one of the best places to work in America. We also have an incredible support staff working in St. Louis that constantly monitors the market, individual investments and situational recommendations for each and every client we serve.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.