We take a personalized approach to build strategies that help grow and preserve your wealth for today and future generations. I found my true calling as a financial advisor more than 20 years ago when I made the decision to transition my career as a civil engineer to join Edward Jones. Driven by a deep passion for helping others build wealth and achieve financial independence, I realized that my s
kills and knowledge could have a much greater impact on people's lives by guiding them toward their financial goals. The shift has been incredibly fulfilling, and I've dedicated my career to empowering individuals and families to take control of their financial futures. As a CERTIFIED FINANCIAL PLANNER®, or CFP®, professional, I specialize in guiding clients through the complexities of wealth-building, creating sustainable retirement income and implementing tax-efficient strategies. Throughout my career at Edward Jones, I've had the privilege of working alongside my experienced and dedicated team with a combined 35-plus years in the financial industry. My team includes:
• Jenny Dochnahl – Senior branch office administrator
• Avrie Basye – Branch office administrator
Together, we're committed to providing personalized financial advice and tailored solutions to help our clients reach their financial goals. Whether you're looking to build wealth, plan for retirement or optimize your tax strategy, our team is here to support you every step of the way.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
