As the son of an entrepreneur, I learned early in life the value of helping others. From my first part time job delivering groceries to seniors on my bicycle at 13, to my first full time job helping farmers take care of their families, to spending the last 23 years helping small businesses run more efficiently so they can focus on their main business goals, I always felt rewarded by the trust and appreciation others showed when you help them out.
After being an Edward Jones client for 20 years and seeing first-hand how their established process helps clients achieve what is important to them, I am now proud to be working with this great firm to help accomplish the same for others.
Relationships are key, and in my view, meeting face to face is what builds strong relationships. I meet when and where it’s convenient for my clients because I recognize the challenging needs of their businesses and their lives.
As a Financial Advisor at Edward Jones, starting a new branch to serve Central and Northern Hastings County, it's critical that I spend my time getting to know my clients in order to truly understand what's most important to them. In fact, I can't imagine being able to fulfill my role without having a firm understanding of the individuals and families that I serve in my community.
Using a disciplined approach to investments to plan for retirement, saving for post-secondary education, or simply trying to protect the financial future of your loved ones, we can work together to develop specific strategies to achieve your goals and as the years come and go, it is my responsibility to keep you on track.
When I am not meeting with clients, I enjoy spending time on our farm outside of Queensborough with my wife, Susan and our three dogs, Guinness, Lily and Winston.
If you are interested in learning more about how I can help you achieve your personal financial goals using tailored strategies that fit your life, call or email me to book an appointment.
- Retirement Savings Strategies
- Business Owner Considerations
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Special Needs Financial Considerations
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