I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honor to help my clients organize, plan, protect and transfer their wealth. Relationships are long lasting and built on trust.
A big stimulus for me to get into the financial world is my education. In my spare time I enjoy playing golf, baseball and fishing.
Being raised in a farming family, I resonate more with rural agriculturalists. I strive to make sure my clients feel heard and that I understand their unique story. I focus on helping my clients understand the investment world, so they know why I suggest a specific strategy and what to expect from it. I focus on retirement income and saving strategies and, estate and legacy consideration. I will help you adapt your strategy at every turn so that you have a clear path to achieving your vision.
I appreciate the personalized approach that is 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 concern. I partner with my clients in a way that is approachable and open for people to express themselves, ask questions and learn.
I encourage you to reach out because I would love the opportunity to sit down and have a meaningful conversation about what's most important to you. I look forward to meeting with you and your family to start establishing that relationship and working toward a lifelong connection. If you would like to learn more about the Edward Jones approach to investing, please call me to schedule an appointment. Together, we can work toward getting you to where you want to go.
My Personal Interests