I have been in the financial industry for over 15 years and have helped hundreds of clients build and grow their wealth.
Financial education is my biggest passion, and it is something that I speak openly about with my clients. Hosting seminars on subjects like investments , retirement and wealth transfer is my way of contributing to the financial literacy of my community.
As an Edward Jones Investment advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're preparing for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
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