We strive to serve clients in an unbiased fashion with the support of a strong team of home-office professionals. We focus on helping a select group of families and individuals develop and implement comprehensive financial strategies. We also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute need
ed actions. During our initial visit, we will ask several questions and it is important that we listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. We then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs. After being in the financial services industry for 17 years, we have found that our clients really appreciate the time taken to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions. I reside in Denver with my husband, Jonathon, and my son, Taylor. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.
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