My passion for helping clients reach their financial goals is rooted in seeing that happen in my own family. An Edward Jones financial advisor helped my wife and I assist our children financially through college, pay down debt and create a vision for our retirement.
Assisting clients in clarifying their goals and developing plans to help attain them is the definition of success to me. That is also a large part of the reward I receive from my role as a financial advisor.
My work and community life experiences provide me with a foundation from which I can provide understanding and support for my clients. My wife and I have raised four children and we are active in our church family organizing blood drives, community dinners and growing a flower garden. The business world career that I have traveled involved customer service, account representative, sales manager and Director of Sales positions.
I seek to assist clients with a need for education savings, retirement planning, estate strategies and protection for what they have worked so hard for over the years.
Our branch team enjoys getting to build relationships with our clients. This allows us to better develop personalized strategies for them. We are also then better suited to make adjustments as life happens. Give us a call today to get started.