I came to Edward Jones so that I could make a greater impact on the everyday lives of patrons I interact with. I take great pride in understanding the dynamic situations of all my clients. Together, you and I will partner and formulate a financial strategy that will give you confidence in all market conditions. Investing for the long term is very much a marathon and not so much a sprint. As a financial advisor, I believe it's important to understand the following: time in the market is more important than the timing of the market; invest with clearly defined goals so you are able to track your progress and leverage your financial advisor to help keep you accountable toward achieving your goals.
Whether you are a college graduate, approaching retirement, an entrepreneur, business owner or have experienced a life-changing event, I enjoy the process of understanding your unique situation and values that drive your everyday life. By first understanding who you are as an individual and what is most important to you, I then have the ability to implement personalized financial strategies that help keep you on track toward attaining your long-term financial goals.
As your financial advisor, it's my number one priority to provide individual investors with a feeling of security and being understood by partnering together and developing a strong relationship built upon trust and communication.
Please contact my office for a financial strategy review, and we can discuss the possibility of partnering together to help you achieve your long-term financial goals.