A while back, I took a course about stock trading for personal interest, as I was looking to expand my knowledge of the market. By the end of the course I found myself taking an online test to become a Financial Advisor. This test led me to be recruited by Edward Jones ~ who would have thought?
Our clients are engaged and eager to learn, with many of them being small business owners, their primary focus is on tax efficiencies, wealth strategies, estate consideration, wealth transfer and insurance. We often work in conjunction with their accountants and lawyers to ensure our clients are receiving the best possible support.
I believe that listening is the most important quality than an advisor can have. Our mission is to understand what's truly important to our clients and create an individual strategy to meet those goals. This plan is updated along the way to ensure we are on track to success.
I am proud to say that I have been an Edward Jones Financial Advisor since 2010. I hold a Bachelor of Science in Genetics, and prior to Edward Jones I was working in the healthcare sector.
When you reach out to us, you will speak with Susan Golding, my Senior Branch Office Administrator. Susan has been in the Financial Industry for 27+ years and is extremely professional, and willing to help. She makes our clients feel truly welcome and appreciated. The two of us work together to provide you with the best possible service and we are committed to servicing everyone individually and being responsible to our clients changing needs.
We look forward to chatting to see where we might be able to help.
- Business Retirement Plans
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My Personal Interests
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- Home Improvement
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