As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. As your financial advisor, I will also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

Assembling your relevant financial history into a report which measures where you are financially and your future financial security is critical to the process. It is your goals that matter; we know how to quantify them. Once set, implementing an investment strategy to support your desired financial destination is the second stage of the process. Lastly, partnering to evaluate how well you are remaining on track to reach your desired goals or adjust to new ones is a regular aspect to our office's function.

Building lasting relationships is what we strive to achieve through personal contact that best suits your schedule. We are not just a brokerage firm; we care about the wellbeing of our clients. Those personal relationships and the due diligence we take in working with you is the best part of what we do. For close to 30 years, my office has operated with the above focus and I am committed to continuing that for my clients now and for those to come in my career at Edward Jones.

I often end my conversations with "Be Well" – in serving you, I truly hope that on behalf of my staff and myself, we will enable you to achieve that in your financial aspects of life.