As a Financial Advisor with Edward Jones, I offer personalized strategies to help you reach your goals, whether it's retirement, college savings, or just peace of mind. MY MISSION:
I've always believed that creating a financial strategy doesn't need to be complicated to be effective. My goal is to help make things clear and manageable, whether it's asking for retirement planning help, options to
save for college, buying a house, how to start investing and financial tips, or just making sense of your overall financial picture. I work with individuals and families who have everyday goals and are looking for straightforward guidance. You won't find confusing jargon here, just honest conversations and practical steps tailored to your life to make your personal financial strategy. Over the years, I've learned that sometimes the most valuable thing you can do is take time to simply meet. Even if you're not ready to make big changes, just having a conversation can bring clarity and direction. WHO I AM:
I am first and foremost a father of three beautiful girls. I'm a girl dad through and through. I'm also married to an amazing and powerful woman, which means I'm completely out numbered. I'm from West Chester and Cincinnati and live in Beckett Ridge now. My passions include hiking, kayaking, renaissance-faire, traveling, volunteering, MTG and Dungeons and Dragons (yes I'm a nerd, but that's what you want in a financial advisor anyways). WHY YOU SHOULD CHOOSE ME:
As your investment advisor, I work for you, and my only job is to make sure you understand how your money is working for you too. My team and I are committed to;
• Proactively communicating to keep you well informed
• Organizing your finances to keep things simple
• Developing a clear plan to hit your goals
• Identifying and mitigating risks to your strategy
MY HISTORY:
I used to work for Merrill as a financial solutions advisor in the branch and Bank of America in the private banking segment, so I've had the opportunity to meet people from all walks of life and help with a wide range of financial situations, big and small. True white glove service is all I know. Everyone's story is different, but exceptional financial advice always starts with listening. So, how can I help you?
