I believe Edward Jones stands out from other firms because of how truly client centered we are and how deeply we care about and serve our clients. Our one-on-one approach creates a comfortable environment in which our clients feel that we fully understand what is most important to them and will act in their best interest.

My experience with Edward Jones actually began 10 years ago as a client, and I have long credited that initial interaction with the financial advisor as a pivotal moment in my own financial strategies and successes. Having been on both sides of the table, I am excited to offer the same advantage to those I serve.

Our clients can expect a high level of service and a personalized approach. I create tailored solutions to solve the needs of my clients, including:

-Individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or planning a legacy.
-High net worth clients who are looking for tax-sensitive solutions.
-Small business owners who want to invest through their company or develop a strategy for their personal portfolio.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial futures of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.

If you don't have a financial strategy or would like to review your current one, we offer complimentary consultations and would welcome the opportunity to hear from you.