As an Edward Jones financial advisor, I deliver excellent service and value to my clients. Working closely with you, your CPA, attorney and other professionals, I help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire.
I began my Edward Jones career in 2000 and became a limited partner in 2010.
I earned an MBA from New York University in 1994. In addition, I received the Accredited Asset Management Specialist professional designation in 2006. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My senior branch office administrator, Tammy Shaffer, has over 15 years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
- Wealth Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
- Active Lifestyle
- Book Collecting
- Community Outreach
- History and Museums
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