As an Edward Jones financial advisor, I understand that part of building a successful strategy is knowing who is on your team and what they bring to the table when it comes to helping you reach your long-term financial goals.
Joining Edward Jones in 2012, I came to the financial services industry after serving seven years in the U.S. Army. Having held various positions in the military, and learning many lessons, the three that relate most to my responsibilities as a financial advisor are risk mitigation, having personal integrity and basing all decisions on the ideals of selfless service. At our practice, we strive to make these three philosophies part of what we do, every day.
Originally from Boston, MA, I attended Bentley University where I received my master of science in financial planning, and hold both Series 7 and 66 securities registrations. I am also a proud member of the American Legion and St. John's Masonic Lodge of Washington, D.C.
Relationships are crucial, and in our view, the most important aspect of what we manage at our practice. All elements of our practice are aligned to help us better understand our clients, their families and their objectives. We are focused on you, the individual. While our firm provides outstanding support staff and advanced technology at our fingertips, nothing is accomplished without the understanding and partnership of our clients.
We look forward to building new relationships within our community, and we hope that includes you and your family.
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