Our unique approach provides me the opportunity to also do what I love—working closely with clients and creating lifelong relationships. Together, we will partner, using an established process, to customize advice, guidance and suitable investments to create a financial strategy for you and your family. Before you can begin working toward achieving your financial goals, you must first define what’
s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs, or something else? I can help you prioritize your needs and define your goals. On a personal note, I married my high school sweetheart, Melanie, and we have been married for 30 years as of June 2020. We are blessed with three children, three grandchildren and two Yellow Labs. When not in the office, you will often find me spending time with family, friends, fur babies, skiing, scuba diving, community volunteerism and playing bass guitar with my bandmates. Our service team consists of myself and Kelly Brain. Our goal is to be people of significance in our clients' lives by being their preferred team and referring to our clients as family. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives. Thank you for taking the time to learn about us. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
