As your life changes, so should the way you manage your money and investments. Saving for retirement during your working years, for example, is different than generating retirement income from savings you've accrued.
Every day, I work with clients nearing or already in retirement, each of whom has a personal vision for retirement. With a background in banking and long-term care, and with 20+ years as an Edward Jones financial advisor, I have a well-rounded view for guiding you toward strategies uniquely tailored to your goals. We'll explore the best ways to generate income and how to protect your investments against market or personal challenges.
While I can't guarantee what the markets will do or what life will bring, I can guarantee that I'll keep your best interest in mind with every recommendation and every action. I'll work with your attorney to ensure your estate plan is in order and with your accountant to take advantage of appropriate tax-advantaged opportunities. I'll draw on the resources of our home office, several thousand professionals strong to help serve you. I'll meet with your beneficiaries and any family members if you'd like. And I'm happy to guide your children and grandchildren as they begin their own financial journeys.
From Day 1, we'll work in partnership. I want to make sure you feel completely understood, informed about what I recommend, in control of your financial picture and secure in your future. I purposefully manage the number of clients I serve so that I can offer a higher level of service and support to each and every one.
My personal life is full – with family, soccer, yard work and travel. I'm a fan of old movies, Bing Crosby and Christmas music all year long. I am a current and founding member of Okanagan Business Excellence. The things I value most are my faith, my family, and clients and friends. The reason I do what I do, is to make a meaningful difference in the lives of others.
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