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I'm a Full-Service Financial Advisor at Edward Jones.
I specialize in servicing Individuals, Families, Estates & Personal Corporations concerning their comprehensive Wealth Strategies needs. We cover Retirements, Investments, Education, Trusts & Estate Considerations.
We plan, grow & protect your assets with the most detailed precision.
I hold a Bachelor of Commerce in Economics & Financial Management Science. Associate Degree in Business Administration & have completed Level II of the CFA Examination.
The CFA designation is highly sought after by global finance professionals. It is widely regarded as one of the top finance certifications.
We create & manage the alignment between your financial plan and portfolios every quarter or if a material change in your finances occurs.
Our relationship starts with:
1. Understanding your financial objectives, time horizons, minimum required rates of return & liquidity needs.
2. Allocating your capital into various Portfolios that align with each objective entrusted to us.
3. Managing the asset growth on a consistent, predictable & optimal risk-adjusted basis.
4. Ensuring that the Value-at-Risk & volatility are kept under control.
5. Protecting your assets from unforeseen & devastating life events.
6. Achieving milestone dollar figures throughout our journey together.
7. Preparing for an annual income stream from the growth of your aggregated assets.
8. Planning for a smooth & tax-efficient transfer of assets to your beneficiaries.
At Edward Jones, we have thousands of people & advanced technologies to ensure you receive the most current and comprehensive guidance.
In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
|Mon||09:30AM - 05:00PM|
|Tue||09:30AM - 05:00PM|
|Wed||09:30AM - 05:00PM|
|Thu||09:30AM - 05:00PM|
|Fri||09:30AM - 05:00PM|
|Sat||By Appointment Only|