My first experience with Edward Jones was as an advisor with a different firm. His clients were getting a divorce and the wife felt more comfortable having a different financial advisor than her husband.
Not only did the Edward Jones financial advisor not fight her on that decision, he made it as easy as he could for her.
When I decided to move back to the Bay Area, Edward Jones was the first place I applied based on this experience. A company that truly puts their clients first is one I want to work for.
As I researched the company, I found their training, research and access to experts is industry renowned. This allows me to focus on my clients to deliver the personalized experience I would want if I were a client.
While I look forward to serving the whole community, I have a particular affinity for helping people going through divorce. This career path for me was born from my divorce. I remember how it felt and how much I needed trustworthy people to help me with all the logistics. It is now my privilege to be one of those trustworthy people.
When I'm not working, my favorite thing to do is spend quality time with my family. My son and I enjoy snowboarding and travel. I am a hockey goalie, trivia nerd and golf fan.
I look forward to getting to know you; give the office a call to schedule a meeting.
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