When I was growing up, I was always intrigued with money and how to make the most of it. My family used to tease me when we went on our beach vacations each year because I would always have "envelopes" for my spending cash. Each envelope was carefully planned for a different purpose – gas, food, hotel, spending money and emergencies.

The planning process and making good monetary decisions are my guiding principals today, just as they were when I was growing up.

My approach involves giving goals-based advice by helping clients define what goals are important to them and understanding the "why" behind each goal. Whether the goal is short-, medium- or long-term, I use an established process to help my clients plan and reach their multiple financial and life goals.

As the holder of the Chartered Financial Consultant® (ChFC®) professional designation, I utilize this knowledge of investment planning, insurance planning, estate considerations and tax considerations to help you understand how to integrate these areas to your overall financial plan.

I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. It all begins with a conversation, so give us a call or stop by to get started.