Edward Jones Financial
About
I take a personalized approach to partnering with you. It is my job to come to understand what is important to you, so we can reach your financial priorities in a way that is tailored to you and your needs. No 1800 numbers, no impersonalized meetings, you work directly with me so there is a trusted partner in your corner whom you can rely on.
It truly brings me joy working with individuals and small business owners, building relationships with them, putting their fears and concerns at ease knowing they have someone whom they know personally and can trust to help them with their financial picuture.
Specialties
Comfort with finances
Career stage
Annual income
Service type
Photos and videos
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Frequently asked questions
What is your typical process for working with a new customer?
How we work together starts with me coming to understand what is important to you. Where are you at today? Let's review your current picture and then start working on where you want to be. Is it retirement, planning for the near-term future? Let's then talk about can you get from where you are today to where you want to be, and how do we best do so, safely and without taking unneccsary risk? My job from there is to partner with you over the duration of you life to help keep you on track.
Do you have a standard pricing system for your services? If so, please share the details here.
We have options when it comes to our clients working with us, and I will gladly walk through all of those options with you to help you make good choices.
What types of customers have you worked with?
I love working with people who are in the accumulation phase of their financial life. I want to strategize with you to help your assets grow so we can see you reach you goals. I enjoy working with small business owners and the LGBT community.
What advice would you give a customer looking to hire a pro in your area of expertise?
Get to know them and their character a bit before saying yes.
What questions should customers think through before talking to pros about their needs?
Definitely ask about our process and if it is right for you. Be sure to interview your new financial advisor to see where they have come from and why they are here. Ask about established trust and what value they aim to bring to you as clients.