As an Edward Jones financial advisor, I have the privilege of serving my clients. I consider myself to be very fortunate to be able to make a positive impact in the community and in the lives of my clients. I have lasting relationships that span multiple generations with several of the families I serve.
Dawn and I work together to offer each client the ideal client experience. We find the clients we work best with value professional advice, have multiple goals such as retirement planning, funding education and creating a family legacy utilizing the tools we have at Edward Jones.
When you meet with us, you will find that we have an established process in place to ensure we are providing the highest level of service to our clients, working in conjunction with their CPA’s and attorneys. Many of our new clients come thru referrals and introductions.
The first step with any new client is to learn what is most important to you and what you hope to achieve. Only then can I develop a personalized strategy to help you reach those goals. Once in place, we will partner throughout the years to keep you on track and help realize your dreams.
Visit us to see how we can help you reach your goals.