Our world is getting more complex. Organizing, coordinating and managing your comprehensive financial strategies has become a time-consuming and difficult task. By serving as your family’s overall financial confidante and advisor, I can help you achieve and maintain confidence in your financial choices – today and into the future.

I am proud that the families we work with look to me as their primary resource not just to help manage their investments, but to guide them with being better prepared financially for both the expected, and unexpected, events in their lives.

The service from our office is efficient, prompt and cordial. Many people who depend on us appreciate the patience and clarity with which we communicate openly and wisely with them. They appreciate our understanding that each family has different sets of needs, responsibilities and desires that are unique to them. As experienced financial professionals, we bring unbiased advice, over a decade of experience, and the strength of our firm, Edward Jones, to your family.

An important added advantage of working with us is that we strongly encourage collaboration with your tax professional, property & casualty insurance provider, legal advisor and others. This is to make sure all the necessary steps are in place and understood by all who provide services which affect your overall financial confidence.

The overall process can be complex but the first step is simple - call me. I would welcome a brief conversation with you if this sounds like the type of service that would benefit you and your family. I can be reached at 770.251.3500 or [email protected].