Financial & Investment Services
I have been a member of the Edward Jones family for several years, first as a client and now as a financial advisor.
As an Edward Jones financial advisor, I believe I have the unique opportunity to draw upon the skills and experiences that I have acquired over the past three decades to gain a true understanding of each client and their specific needs. That understanding, combined with ongoing dialogue, forms the basis of a partnership that helps people achieve their long-term goals.
People that want to carefully and thoughtfully work toward their financial goals are ideal clients for me. I take an individualized approach to understanding client goals such as retirement, education and estate considerations. I then use an established process to develop a plan that is customized to help them achieve those goals. No two scenarios are the same, and neither are the strategies to achieving those goals.