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Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community, and I joined Edward Jones because I discovered their core values aligned with mine.
I create tailored solutions to address various needs, including:
- Individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or interested in estate considerations.
- 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.
I love the personalized approach that is so ingrained in the Edward Jones philosophy of how financial advice should be delivered. Even in today's high-tech world, people crave human interaction and machines cannot do what humans can - and that is to care, to empathize and to be there in times of great joy and great concern.
Our Edward Jones team provides personalized client care with a familiar voice and a local presence. But we're not alone. Thousands of professionals in our home office support us every day to help ensure you receive the most current and comprehensive investment guidance.
My branch office administrator, Gillian Weetman, is an extension of the service experience that I provide to our clients. Making sure that our clients' needs are taken care of with respect and care is equally important to her.
Wherever you are on your financial journey, it's beneficial to have a guide and an advocate. I'd be honored to be yours. We are here to help you achieve your financial goals. I invite you to experience the Edward Jones difference: face to face meetings, convenient scheduling and one-on-one relationships. It all begins with a conversation, so give us a call or stop by to get started.