Do you aspire for financial freedom? Some might call it retirement. I would like the opportunity to be your trusted financial advisor, locally in McKinney, to help you achieve that goal.
I want to know what is important to you. Instead of stumbling through and figuring things out by trial and error, lets create a strategy to help you achieve your goal. Edward Jones has been in existence for nearly 100 years and has helped millions of families with their financial goals.
When I moved to Texas from Sweden in 1999, I knew the real accountability was only with the guy in the mirror. Still, I only knew what I knew and did not know of other strategies, risks and opportunities to better secure a future. As I came to this conclusion, I realized it is not uncommon for many investors to not know their financial options. I have since gained licenses, studied and learned from those at my firm. Sometimes, what you don't know can hurt you and I aspire to share what I have learned with my clients to help them in pursuit of their goals.
We need to stay curious and be aware that there are so many things we do not know. I love traveling and experiencing local cultures and seeing the world. Overall, my travel and international business experience has given me different insight and learnings. This insight is beneficial when I help clients to plan for the known, but we also prepare for the unknown.
What I really like about Edward Jones is the small office setting. You can rely on Edward Jones for one-on-one attention, our quality-focused investment philosophy and straight talk about your financial needs. Follow my business Facebook and/or LinkedIn pages, or why not come in for a cup of coffee in my local branch and let's talk in person.
We will partner together throughout your life to help keep you on track.
Give me a call!
- Wealth Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- College Savings
- Portfolio Reviews
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Real Estate