How We Work Together

As an Edward Jones financial advisor since 2004, I believe it's important to invest my time to understand what you're working toward before you invest your money. Your goals, dreams and desires are important factors for me, along with understanding the level of risk you're comfortable accepting, when working with you to develop a financial strategy.

Whether you're planning for retirement, saving for college or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you topnotch client service.

My branch office administrator is Stephanie Ringhoffer. She has the skills and experience that contribute greatly to serving our clients well.

But we're not alone. Thousands of people and advanced technology support our office, so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

We look forward to meeting and partnering with you to help achieve your financial goals. Please give us a call to schedule an appointment to discuss your options.