I am a Financial Advisor with Edward Jones, a Fortune 500 financial services firm. Our team focuses on understanding our clients' unique personal values and financial needs in order to create and deliver customized financial solutions and deep insights into their complete financial picture. Our process includes identifying and tracking multiple short-term and long-term goals, proactively communic
ating to deliver timely information, working closely with clients' accountants and attorneys along with our Edward Jones advanced solutions experts and providing competent, comprehensive advice and guidance. We work nationwide with a limited number of clients including:
- Serious, long-term individual investors
- High-net-worth families with complex financial needs
- Professionals such as executives, attorneys, accountants, and engineers
- Small to medium sized business owners
Our team, including Mishal Parvez, Branch Office Administrator, is dedicated to providing the highest level of professional and personalized service. Our dedication and experience allow us to greatly impact our clients throughout their lives and their legacies. in Mechanical Engineering from the University of Arizona. Prior to financial advising I spent 10 years developing medical and biosciences technology, leading technical teams and helping foster corporate innovation at W. Gore & Associates in Flagstaff, AZ. When I'm not working, I enjoy spending time traveling and adventuring outdoors here in Montana with my wife Kelly, our three young daughters, and our dog Sydney. I'm an avid cyclist, competent trail runner, adequate snowboarder and aspiring bow hunter.
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