Edward Jones
About
I am an Army Veteran with 20-plus years, which has instilled in me the importance of trust, relationships, and loyalty in partnerships.
What brought me to my career as a financial advisor? I have a passion for helping others and find it rewarding to see others reach their financial goals.
I partner with business owners, families, and individuals to develop personalized strategies toward reaching goals for the present, the future, and beyond.
Trust is earned, not given; I look forward to getting to know you and partnering together.
I enjoy seeing my clients reach their personal and financial goals.
Seeing multi-generational planning being implemented.
Understanding what is truly important to each client and those they care about.
Being a partner for my clients.
Specialties
Comfort with finances
Career stage
Annual income
Service type
Photos and videos
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
STEP 1 - I want to understand what’s important to you. Each time we meet, we’ll discuss your needs and current financial picture.
STEP 2 - By translating your needs into specific, measurable goals, we can easily track your progress over time. These goals may be related to: • Saving for retirement • Living comfortably in retirement • Funding a child’s education
STEP 3 - We review your current situation and consider potential solutions and strategies together.
STEP 4 - You have choices in how we can work together. Based on your priorities and preferences, you can select the account options and mix of investments and services that can help you achieve your goals – and protect them.
STEP 5 - Meeting annually can help ensure that you stay on track. If any of your goals or circumstances have changed, we can make appropriate updates that address your evolving needs.
What education and/or training do you have that relates to your work?
Bachelors in Psychology
Bachelors in Packaging Engineering
20 years Army
Edward Jones Award winning training programs
Do you have a standard pricing system for your services? If so, please share the details here.
There are options on how we can work together based on what makes the best sense for you. Investing shouldn't be one size fits all.