I joined Edward Jones with a clear purpose: to make a positive impact on families in my community by helping them reach their financial goals. To that end, I'm dedicated to providing the best value possible for clients by assisting them in defining their goals, creating an investment solution that can deliver on those goals, and consistently reviewing and revising the strategy as the markets and the economy change over time. Life is dynamic and your strategies need to be as well.
I strive to make sure my clients feel heard and that I understand their unique story. I focus on making sure my clients understand the investment world in terms they can understand so they know why I suggest a specific strategy; what to expect from it and how much it is going to cost.
My ideal clients are those that want to carefully and thoughtfully work towards financial goals that range from preparing for or living in retirement, to sending a child/children to college, or estate considerations. No two scenarios are the same, and neither are the approaches to mapping out the strategies for achieving those goals.
My branch office administrator, Yolanda Darby, 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.
We are here to help you achieve your financial goals. I invite you to experience the Edward Jones difference: face to face meetings, convenient scheduling and one-on-one relationships. It all begins with a conversation, so give us a call or stop by to get started.
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- New Investors
- College Savings
- Wealth Strategies
My Personal Interests
- Personal Fitness
- Movies & Entertainment
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