I'm truly blessed by the opportunity I have to serve my clients and the Geneva community as an Edward Jones financial advisor. So many people grew up witnessing their parents struggle with finances, often overhearing regrets of past financial mistakes. My primary focus each day is putting my clients on the path to a financially secure life. I believe that helping them build their wealth and having
a strategy in place to protect their wealth allows them to spend more time enjoying the fruits of their labor. A financially secure life looks different for everyone. For you, it might be the ability to retire early. For others, it might be building a legacy for their children and grandchildren. And yet for others, it might be as simple as putting a child through college debt free or taking an annual trip during retirement. I spend a lot of time getting to know my clients and their families. I do this not only because I care about them but because it helps me better understand what is important to them. That is the key to building long-term, personalized financial strategies so I can help them achieve their goals. I am proud to serve a variety of clients beyond individuals and their families. I also serve business owners, non-profits, 401(k) plans, homeowner associations, insurance trusts, etc. I work with my clients' CPAs and attorneys to provide tax efficient estate and legacy strategies, business succession and tax loss harvesting. I am proud to partner with my Branch Office Administrator, Therese Davison, as we deliver the high level of service that our clients deserve and have come to expect. Therese brings her enthusiasm, thoughtfulness and dedication to the office each morning. When I'm not in the office serving clients, you can find us spending time with our family, traveling somewhere warm, on the golf course, at the lake or at the dog park with our doodles, Benny & Jett.
