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. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

Many people who seek us out want to be financially organized. They want to feel understood, informed and in control. By understanding what's most important to you and utilizing our established processes, we can create personalized strategies to help you achieve your goals. I'll partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk. Life is dynamic and your strategies need to be as well.

While it is widely known that simply possessing money does not bring happiness, it is my motivation to positively impact your financial situation, in the present day and into the future, so that you have the means to focus on the parts of your life that do, in fact, bring you joy and happiness.

Wherever you are on your financial journey, it's beneficial to have a guide and an advocate. I'd be honored to be yours.