As a financial advisor at Edward Jones, I believe in the importance of understanding your goals and priorities, before investing your money.
I have worked in the financial industry since 2002, and at Edward Jones since 2011. Throughout that time, I've emphasized that people must come before product. I give advice that is focused on helping clients reach their goals, and seek to serve them relationally - not just through transactions.
I am a native of Dayton, OH, and have served in many capacities across multiple non-profit organizations. I have a heart to help, and skills to effectively guide clients through the various financial seasons of life.
My primary clients tend to be focused on retirement, and value my process, which is both conversational and analytical. My clients appreciate my skills in investment portfolio management, but also value my focus on other areas, such as life insurance, long-term care concerns and estate goals.
My practice is supported by thousands of people with advanced technology from Edward Jones, as well as senior branch office administrator, Lisa Kloos, who has been with the firm since 2006. Lisa embodies both competence and compassion, and is someone clients trust.
Working together, we can help you develop a personalized strategy to achieve your long-term goals.
Areas of Focus:
- Consolidation of Assets
- Retirement Income and Savings Strategies
- Estate and Legacy Strategies
- Insurance and Annuities
- Portfolio Reviews
- Investment and Wealth Strategies
- College Savings
My Personal Interests
- Spending Time with Family
- Community Outreach
- Movies & Entertainment
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