As a financial professional, I believe that education is the key to success. Every day I work to ensure that my clients are informed and equipped with the tools to make more confident, and conscious financial decisions.
Every individual investor, family, and small business has unique goals and objectives. I love hearing about my client's dream and helping them develop strategies to make it reality. I partner with my clients to understand what's most important to them and be their guide as we build their personalized financial strategy.
We all have unique values. At Edward Jones, I use an established process to understand my client's vision and design a customized experience that aligns with their values.
In 2005, I started my career as a personal banker. In 2007-2008 during the housing crisis, I experienced the impact the market can have on individuals and families all over the world.
I realized how important it was to have a balanced approach to life, and the importance of the advice I provide to my clients. In 2020, I realized my dream of becoming Certified Financial Planner - to ensure my clients can feel secure knowing they have a professional on their side.
We can't control much of what happens around the world, but we can ensure we put a plan in place to help protect the people and the things that we value.
When I'm not focused on financial strategies, I am playing video games with my son or hide-and-seek with my daughter. You can also find me with my wife streaming docs and movies online. When sporting events resume, I'll be glued to the TV witnessing the Winnipeg Jets hoist their first Stanley Cup.
When I was young, I was taught that knowledge is power. But as I got older, I understood that 'knowing is not enough; we must apply. Being willing is not enough; we must do.' - Leonard Da Vinci
Let's connect and start putting your plan into action and achieving what's most important to you.
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