As an Edward Jones financial advisor, I've had the privilege of serving clients for over 10 years. I feel very fortunate to be able to make a positive impact in the community and in the lives of my clients. I have built lasting relationships that span multiple generations with many of the families I serve.
Ann Marie and I have worked together over nine years. She is dedicated to offering you an ideal client experience. We find the clients we work best with value professional advice and are working on multiple goals, including retirement strategies, creating retirement income, funding education and creating a family legacy with the wealth our strategies has helped them accumulate.
When you meet with us, you will find that we have established processes in place to ensure we provide the highest level of service to our clients, and the friends and family they refer to us. Before I make any recommendations, I focus first on learning what is most important to you and what you hope to achieve. Only then can I develop a personalized strategy to help you reach those goals. Once in place, we will partner throughout your life with you, your CPA and attorney to help keep you on track and help you reach your financial goals.
In addition to my AAMS® certification, I've also received the CFP® 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.
A bit about me personally: I am an active member of the Westfield Rotary and Chamber of Commerce. I enjoy snowboarding, cooking, world travel and seeing my favorite musical artists live in concert.
My Personal Interests