As an Edward Jones financial advisor, it's important to me to spend quality time getting to know you before investing your money. Discussing where you are today and where you would like to be, your current financial picture, risk tolerance and what, if any, insurance policies are in place to help protect you and your family from a disaster. Having this information will allow me to customize a solution to fill in gaps so you will reach your short- and long-term goals and have enough insurance to protect your loved ones.

Whether you're planning for retirement, saving for your children, grandchildren, or setting up a trust for future loved ones you care for the most, we can work together to develop specific strategies to help you achieve your goal. We can also monitor your progress to help make sure you stay on track or determine if adjustments need to be made. Throughout it all, we are dedicated to providing you with top notch client service.

My partner in the office is Christine Milheiser; she has been the branch office administrator since 2008 and we have been in the branch together for over 10 years. She is dedicated to delivering you the best level of service possible. Please don't hesitate to call our office with any questions or concerns you have.

Christine and I are in the branch office; however, we are 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. Working together, we can help you develop a complete tailored strategy to help achieve your financial goals.