I joined the Edward Jones team in 2019 for their culture of helping people and guiding clients, all from a local office. I strive to help individuals and business owners plan their personal financial goals and work with them to create a strategy to achieve them.
My role as a financial advisor is focused on getting to know you on a personal basis by understanding what's important to you and working with you to help balance your goals. I want you to leave our conversations with a better understanding of your financial picture, the risk involved with your investments and the costs. This is accomplished through honest conversation so you can understand your strategy and balance emotion with decision making.
If you spend more time planning a vacation than you do your retirement, please give me a call. 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. Together, we can create a strategy that balances your short-term and long-term goals so you can continue taking vacations now and during your retirement. We will also work together to track your progress and determine if adjustments need to be made.
I'm a resident of Cadillac along with my wife, Danae, and my son, Jackson. In our free time, we enjoy working on renovation and landscaping projects. We also love outdoor activities such as kayaking and exploring the National Forest in our old Jeep. Jackson is a great little helper when I'm working on the house and loves exploring Mother Nature on our little adventures.
Please give me a call if there's any way I can support you on your journey to reach your financial goals, even if you're just wondering where to begin.
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
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