After graduating from Clemson University in 2017, I joined Edward Jones and began my career as a financial advisor. My story with Edward Jones began much earlier than 2017. I actually grew up in the business as my dad has been a financial advisor with the firm since 1990. Seeing the impact he had and the relationships he built with his clients really resonated with me. I felt that becoming a finan
cial advisor would give me the greatest opportunity to not only help people, but to also develop a personal relationship with them, and have a direct impact on their lives and lives of their families for generations to come. I genuinely take an interest in the personal lives of my clients outside of their investment accounts in my office. As a result, the exceptional level of care I provide my clients not only creates trust, it also sets the tone for long-term relationships as I continue to support their financial goals in each season of their lives. Integral to the successful operations of my office is my branch office administrator, Lisa, who joined the team in 2022. I believe it is imperative to invest my time in understanding what is important to you before we invest your money. Whether you are planning for or already living in retirement, saving for college for your children or grandchildren, or trying to protect the financial future of the ones you care about the most, we will use an established process to develop personalized strategies to help you accomplish your long-term hopes and dreams. We will then partner together throughout your life to help keep you on track. Member SIPC
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