You want to maximize your financial situation but are not sure how.
You know that you need the help of an advisor but are unsure of who to trust.
On top of that, you have so many unanswered questions:
When can I retire?
How much money will I need?
What if the market crashes?
What about taxes?
Will my beneficiaries be taken care of?

I can help.

I'm a third-generation Edward Jones financial advisor. I started over 15 years ago in March 2008 and have been with Edward Jones the entire time. When I provide advice, I act in your best interest and in most account types, I act as a fiduciary. When I provide advice, I strive to consider your entire financial picture, not just the assets I manage. I believe in improving the quality of my advice through continuous education.
I have earned the following professional certifications and designations:

CERTIFIED FINANCIAL PLANNER™. This expanded my knowledge base surrounding:
• Financial management
• Tax-sensitive investment strategies
• Retirement savings
• Insurance planning
• Education planning
• Estate considerations

CERTIFIED INVESTMENT MANAGEMENT ANALYST®. Coursework provided through The Wharton School at the University of Pennsylvania.
• Investment strategies that align with your financial goals
• Risk and return measurements to understand where risk may impact your portfolio
• Behavioral finance philosophies and styles to help you gain awareness of your preferences and biases
• Portfolio construction tools and consulting processes

CERTIFIED EXIT PLANNING ADVISOR®.
•Exit planning considerations for business owners
•The importance of business valuation

ACCREDITED ASSET MANAGEMENT SPECIALIST™. Through the College for Financial Planning.
• Investment strategies
• Tax-sensitive investment strategies
• Investing for retirement
• Executive compensation and other benefit plans

My Branch Office Administrator, Brenda, has been with Edward Jones since 2006. She moved here with her husband, Bruce, from southern Colorado. She is a limited partner in the firm, and we work together to make every client experience positive. Please don't hesitate to call on her for help with scheduling and many other general needs!

We are here to help provide the answers to your questions, so you can make informed, financially sound decisions.

Contact our office and let's get your questions answered!