I began my Edward Jones career in 2011 and was fortunate to find Ginger Jordan, my branch office administrator, in 2013. Together, we use an established process to help our clients clearly define and achieve their serious financial goals. We strive to deliver a consistent, yet personally tailored experience geared toward organizing and coordinating every unique aspect of our clients' financial affairs.
Our branch team serves current and prospective clients as facilitators of a personal, relationship-based strategy. So whether you are planning for retirement, saving for college, or looking to leave a legacy for your loved ones, we can work together to create a strategic partnership to help you achieve your goals. We will continually monitor your progress towards your goals and meet with you regularly at your convenience to ensure your current path is in optimal alignment with your personal financial goals.
We will partner with your attorneys, CPAs and other trusted professionals to make sure your strategy is comprehensive and tailored to help you achieve your financial goals.
I would like to advise you today towards financially informed decisions, and continue to partner with you through all seasons of life. Please contact me today to take what may be the first or next serious step in your journey.
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- Retirement Savings Strategies
- Retirement Income Strategies
- Hispanic Family Finances
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast