My path to Edward Jones was not exactly straight, yet it has prepared me to help my ideal client. My professional career began in accounting; I had to help make businesses run, sometimes on tight cash flow, through planning, budgeting, prioritizing and accurately measuring results. I took hard looks at borrowing, then turned this into investments to allow for growth. Due to my company’s computer conversions, I became immersed in project management and information technology. Eventually, I was placed in charge of operations for my employer.
Over the years, I gained the knowledge how to develop and explain complex topics to a variety of audiences. My career has been based on structure, planning, discipline, organization and balancing multiple priorities. As a result, most of my clients are teachers, accountants, musicians, programmers, project managers, engineers or entrepreneurs.
My career focuses on the following:
- Business owners looking for ways to save money on taxes, maximize retirement contributions or planning to transition ownership of their business.
- Individuals nearing retirement as they transition from planning for retirement to living in retirement.
- Mid-career investors as they plan for retirement – especially when involved in a major life event such as job change, inheritance or divorce.
- Other professionals in the community to assist their clients; for example, I work with CPAs, attorneys, executive recruiters and realtors.
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.
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 you achieve your financial goals.
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