My role as an advisor allows me the opportunity to partner with our clients to make a difference in their lives and the lives of their loved ones. It is humbling and an opportunity for which I am grateful. A large portion of our practice is devoted to assisting clients who have worked for some of our area's major employers and are now living in or preparing for retirement. I view investments not a
s the end goal but as tools to help clients reach their life goals. I hold the Certified Financial Planner™ and Chartered Financial Consultant® designations. I pursued these designations to enhance my knowledge so that I may better serve my clients. In addition to my work at Edward Jones I am active in our church, local service organizations and chamber of commerce. My wife, Maegan, and I have three sons, and our family loves to be outdoors. I am a native North Carolinian and an avid outdoorsman and conservationist. My branch office administrator, Cheryl, has lived and worked in the Jonesville community for the past 30 years. In addition to providing superior service to our clients, she enjoys spending time with her husband and family, baking, reading and cultivating lasting friendships. She is an active member of her church and has served in several community organizations. If you are nearing or in retirement, seeking to create or build a financial legacy, or seeking to fund your children's or grandchildren's college education and don't want to invest alone, I would love to talk with you. Give us a call today so that I can learn more about helping you with your goals. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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