Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, I can offer investment solutions tailored to all your financial goals. Whatever your needs are, we have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace
. My branch team consists of Lydia and Delaney, my branch office administrators, and Owen, my Seeing Eye Dog. We are dedicated to providing you with the highest level of service possible, and continually increasing my business acumen is of the utmost importance. I currently hold CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Asset Management Specialist™ (AAMS™) designations. We have proven our commitment to our clients by receiving the Ted Jones Prospecting Award and Zeke McIntyre Pioneer Award. Relationships are key, and we believe that 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. At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
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