Being a financial advisor is so much more than buying and selling stocks, bonds, etc. It allows me to educate, teach and be a financial emotional coach for our clients.
An important experience led me to this career. My father had taught me about finances and helped me build a portfolio soon after college, one I still hold today. My father passed away suddenly, and my mother needed help understanding her finances. Due to his passing, I was able to coach my mother and was left with the realization that there must be many other people who could benefit from having a financial coach.
Today I give guidance to folks to help them identify, set and achieve their most important goals by:
-Helping clients transition into a purposeful retirement to enjoy with family and friends.
-Seeing their children/grandchildren off to college to spread their wings into their young adult lives.
-Providing wealth strategies for leaving a legacy for their family and/or organizations they are passionate about.
My greatest thrill is to celebrate our clients' successes as they reach their goals!
How can I help you? I hold the Chartered Retirement Planning Counselor™ professional designation. As a CRPC™, my focus areas are in planning and investing for retirement. I also focus on clients' pre/post-retirement needs, and issues related to asset management and estate considerations.
With the support from the Edward Jones home office, my Branch Office Administrator, Michelle Soter, and I are part of your financial team. We understand how an effective relationship between a financial advisor, tax professional and estate planner can have a positive impact on lifetime financial goals.
My wife, Jennifer, and I have lived in Keene for over 20 years. Our son, CJ, is currently attending Hobart and William Smith Colleges. We are pleased to share our golden retriever, Haleigh, as a therapy dog, visiting local schools and colleges to share some love. Our golden retriever puppy, Mackinley, is a therapy dog in training.
I am honored to give back to our community, serving as a board member of the Monadnock Humane Society and Kiwanis Club.
My business is a chance for me to help improve the lives of individuals and families in our community and provide the financial confidence that allows others to live their best lives!
Please contact me to discuss your situation and let me be of service to you.
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Employee Stock Options
My Personal Interests
- Active Lifestyle
- Community Outreach
- Spending Time with Family
- Outdoor Enthusiast
- Sports Enthusiast
Office Address178 Main St Suite B
Keene, NH 03431 opens in a new window
Phone NumberScot A Ward at (603) 499-7134
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