How We Work Together
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing. That helps me balance risks with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or protecting the financial future of the ones you care for most, you and I can work together to develop specific strategies to help you achieve your goals. We will then monitor your progress and make the adjustments needed over time to stay on track.
I have a great team behind me. Thousands of people and advanced technology support my office. This helps me ensure that you receive the most current and comprehensive guidance. I also welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy leveraging each area of expertise.
Working together, I help you develop a complete, personalized strategy to help you achieve your financial goals.
- Retirement Savings Strategies
- Socially Conscious Investing
- Portfolio Reviews
- Retirement Income Strategies
- LGBT Finances
- Intergenerational Planning
My Personal Interests
- Animal Rescue
- Outdoor Enthusiast
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