I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of life's trajectory and it is an honor to help my clients organize, plan, protect and transfer their wealth.
There are three things I strive to provide to my clients throughout our time working together:
- A clear explanation of the investments I recommend.
- Timely updates on market conditions and volatility.
- Transparent explanation of costs.
Many people who seek us out want to be financially organized. They want to feel understood, informed and in control. By understanding what's most important to you and utilizing our established processes, we can create personalized strategies to help you achieve your goals. I'll partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk.
I enjoy working with people who are serious about their finances and who appreciate steady, proactive guidance. My philosophy is to be diligent and pragmatic, and to follow a well thought out long-term plan to reach your goals.
On a personal note, I like to volunteer my time as a coach for elementary basketball and soccer.
My senior branch office administrator, Karen, is an extension of the service experience that I provide to our clients. Making sure that our clients' needs are taken care of with respect and care is equally important to her.
Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals.
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- College Savings
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
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