About
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. 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.
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Ashley
Frequently asked questions
What is your typical process for working with a new customer?
When we work together, you get all of that and more. I will work with you to create a personalized financial strategy with the advice, tools and resources to help you reach your goals. I do this in three important ways:
1. Understanding What’s Important to You
Your investment strategy should be personalized to you. So before I recommend any strategy, we first work closely together to understand what is most important to you, including: your goals, your comfort with risk and your choices for how you'd like to work together.
2. Uing an Established Process
Our advice is based on a disciplined, established process that centers around you. You benefit from the resources of a Fortune 500 firm and the personal relationship you have with me and my branch team.
3.Partnering to Help Keep You on Track
Markets, interest rates and life’s priorities may change – but our relationship and my commitment to helping you achieve your goals won’t. Here’s how I make sure I’m with you every step of the way: identifying timely risks and opportunities, preparing for the unexpected, regular reviews & updates, and keeping your emotions in check.