As a Edward Jones Financial Advisor in Huntington WV, I partner with you in the navigation of life's monumental moments, offering trustworthy, personalized solutions to your individual financial aspiration; built on a relationship of accountability, commitment, and celebration. I'd love to talk to you. Whether you're planning for retirement, saving for college for children or grandchildren, or jus
t trying to protect the financial future of the ones you care for the most, we work together to develop customized strategies to help you achieve your goals. We monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I am dedicated to providing you the client service that is deserved. Numbers, charts, and graphs aside -- Let's talk about the little moments that allow you to "find your rich" instead, and how we can work to accomplish it. Using an established process, we develop diverse plans specific to you, your needs, wants, and wishes. Some common questions I can answer along the way:
How much should I save for retirement? Am I on track? I recently changed jobs - What happens to my 401k? What's the best way to diversify my portfolio? How can I protect my wealth? What is the best way to save for my children's education? How can I plan my estate for the unexpected? What should my business be doing to manage its income and retirements? What is your process, and how available are you to respond when needed? I am a graduate of Marshall University, and a resident of Huntington, WV for the last 15 years. This community is where my wife, Kristin, and I have decided to grow our family. I want to see the individuals, professionals, and businesses around us succeed. I have a passion for turning moments of challenge into celebration. I take a calculated approach beginning with listening, and learning. Partnering with Edward Jones, we have the resources, experience, and technology to put you in control of your financial well-being.
