Rebecca, Cynthia and I work primarily with professionals and small business owners, many of whom among other things aspire to achieve a work-optional lifestyle. We help accomplish this by placing all the pieces of their financial puzzle together into a personalized strategy. Every strategy we create is customized to their unique situation. What might work for someone trying to save for their kids' college education likely won’t work for someone who never had kids and would like to retire early. We recognize this. That’s exactly why we spend so much time and effort making sure your strategy is right for you and no one else. Sure, it may mean more work on our end, but it’s what makes our service model so attractive to those we serve. We then partner with you to leverage that personalized strategy throughout the arc of your life to help keep you on track to reach your goals. The foundation of this established process is first taking the time to understand what is most important to you. We hope to have an opportunity to do that with you.

Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

I am not the cheapest financial advisor you’ll ever meet. I am also not the smartest. I can, however, confidently say that you are unlikely to find any financial advisor that is both smarter and cheaper.

Since joining Edward Jones in 2001, our team values most the chance to work with people that match our values, which are that of being family focused, who save more than they spend, are highly responsive and understand there is a reasonable and fair cost for the service model we provide.

Please feel free to email me directly at [email protected]. I look forward to connecting with you.