about my business
As a Financial Advisor at Edward Jones, I am able to fulfill my longtime goal of making an impact in people’s lives. I enjoy getting to know people and taking the time to understand their short and long-term goals. I focus on learning what is most important to my clients by discussing family, finances and future.
I value the opportunity to build relationships with clients by learning about their goals and dreams. My ideal clients are those that want to carefully and thoughtfully work toward long-term goals that range from preparing for or living in retirement, to sending a child or children to college, to planning a lasting legacy. My one-on-one personalized approach creates a comfortable environment where clients feel we fully understand what is most important to them and know we will act in their best interests.
My clients can expect a high level of service as we create tailored strategies to help solve their needs, including:
- Individual investors who are serious about developing a personalized strategy, whether just beginning to save for retirement, planning for retirement, recently retired or developing a legacy.
- High Net Worth clients who are looking for tax-sensitive solutions.
- Small business owners who want to invest through their company or develop a strategy for their personal portfolio.
We are committed to your success and our team is here and dedicated to helping you achieve your financial goals. It all begins with a conversation, so give us a call or stop by to get started. Let us show you how we can make a difference in your future!
ideal referral
- Individual investors who are serious about developing a personalized strategy, whether just beginning to save for retirement, planning for retirement, recently retired or developing a legacy.
- High Net Worth clients who are looking for tax-sensitive solutions.
- Small business owners who want to invest through their company or develop a strategy for their personal portfolio.
Specific Ideal Introductions:
-Individuals Nearing or Recently Retired
-Individual Investors interested in a complimentary financial review
-Business Owners (Review/Implement Retirement Plan)
-Individuals changing employers or careers
-Anyone experiencing life/family changes (Divorce, Death, Moving to New City, Having Children, Getting Married, Receiving an Inheritance)
-Individuals and Business Owners interested in learning about Life Insurance and Annuity options.