About
Let's have a cup of coffee...tell us what's on your mind!
As a registered financial advisor for more than 30 years, my team and I focus on helping clients create and grow additional assets using asset allocation strategies, protect and preserve those assets using asset protection strategies, and plan for the distribution of those assets during life and beyond in the most tax-efficient manner, by utilizing estate and legacy planning strategies.
Here at Edward Jones, my team and I value personal relationships based on a deep understanding of your unique financial needs. We can help you develop a needs-based approach tailored to your individual goals and show you how we can provide exceptional solutions based on your individual circumstances before you invest your hard-earned money with us.
Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, I can help you identify specific financial goals and develop strategies to help you work toward achieving them. Call or email us today to discover ways that we can work together!
