I am an experienced financial advisor with 25 years of service to my clients. My drive to serve began when I joined the Navy right out of high school and has carried over to my career as a financial advisor. It is my privilege to help my clients focus on their long-term goals and partner with them to help turn these goals into reality. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to your financial goals.
As my client, you can expect a personalized approach to investing. I know that thinking about saving for the future can be overwhelming. I will help you define and prioritize your goals by taking the time to understand what is important to you. We will partner together to customize your strategies by looking at your financial picture and refine those strategies based on your comfort level with investing.
My team and I are here to help you every step of the way. Ann has six years of experience with Edward Jones and Amanda has three years of experience with Edward Jones and they are dedicated to providing you with the highest level of service possible. Please don't hesitate to call them with questions concerning your accounts.
We are currently accepting new clients who are looking for a financial advisor to partner with to create a comprehensive strategy. If you are ready to develop a strategy now to help you reach your future goals, we are ready to help you.