Many times, we hear people talk about their 'Why'. I often thought about what this meant to me and how I could incorporate it into my career which led to me joining the Edward Jones family. My 'Why' is to make sure my clients feel heard and understood while empowering them to reach their financial goals. Each individual investor has a purpose that is important to them. Taking time to get to know my clients and learning their unique story allows us to build strategies that will enable them to make their dreams a reality.
I partner with my clients in a way that is approachable and open for people to express themselves, ask questions and learn. I focus on explaining the investment world in terms they can understand, and there are three things I want my clients to walk away knowing: why I'm suggesting a specific investment/strategy; what to expect from it; and how much it's going to cost.
This is done with the assistance of my branch office administrator, Tanya, who teams with me to provide our clients with personalized and prompt attention. Our warmth and combined skills help provide an exceptional client experience.
On a personal note, I enjoy spending time with my family, scuba diving, traveling and walking with my dog, Charlie. I graduated with honors from University of Central Oklahoma with a degree in accounting. After college, I passed the CPA exam and worked in the oil and gas industry before I decided that I could make a more meaningful impact on people's lives through financial advising with Edward Jones.
We invite you to experience the Edward Jones difference: in-person or web-based meetings, convenient scheduling and one-on-one relationships. Call today to schedule your appointment. I look forward to meeting you and learning more about you and your family.
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Scuba Diving
- Community Outreach