Growing up I was surrounded by business owners that helped me develop an understanding of what kind of dedication and focus it takes to build a solid foundation for a business to grow on. I learned that the most important step is to build a trusted team, create a process that the clients can easily understand and then implement the process to provide an end product that the client had envisioned.
Taking what I learned to the next level, I co-owned a successful construction company that was built on those three points. Having a business partner with strong carpentry skills, allowed me to change my focus from field work to learning how to track and forecast the finances of the company. With my role being shifted I started to love two aspects of owning the business; client relationships and finances. Today, this knowledge allows me to focus on building unique long lasting relationships with each client that has lead to repeat work and referrals.
This brought me to a cross roads in my 12-plus years in the construction industry and I started asking myself, how can I still utilize my personal experiences while continuing to make a difference in the lives of others.
That is when I chose Edward Jones to work with. I get to do what I loved most about business which is understanding what is important to each client, creating that strong relationship by using an established process to build personalized strategies that helps achieve your financial goals. And Lastly, I continue my relationships by meeting with each one of you a couple times a year throughout your life to help you keep on track.
I will always be looking forward to helping Individual clients, families and business owners grow and meet their financial goals. I have found my calling as a Financial Advisor and I plan on being here for a very long time.
Deciding who you want to work with is not an easy decision. Before we start working together, we want to make sure it is a good fit for all.
My Personal Interests
- Home Improvement