I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. Like many of my clients, I am embracing the challenges of planning for the future while raising a family and developing my career. I served in the Department of Defense for 22 years and continue to serve in the Air Force Reserves while focusing my efforts on my family and my Edward Jones clients. Although my office is in Kodiak, Alaska, I serve clients from many different states. As a financial advisor, my priorities are to educate, guide and empower my clients. I work hard to make the complex world of finance easy to understand, and to help my clients make informed and educated decisions. Together, we build strategies that help them stay on-track to reach their most sacred goals and to have confidence in their investment decisions. Outside the office, I love to spend my time with my family. My wife somehow keeps me, our three boys and five girls out of trouble – most of the time! My purpose is to have a positive impact on those I serve. I believe that successful families deserve to be understood and have someone partner with them, advocating for them to achieve their purpose. We help very successful business owners, individuals and their families make informed decisions with their money. Our team, paired with advanced technology and in collaboration with a team of professionals, uses an established process to help address our clients' key concerns: wealth preservation, wealth enhancement through tax mitigation and cash flow planning, effective wealth transfer, wealth protection, divorce, catastrophic loss and maximizing charitable impact. How we align your wealth with your purpose:
1. A discovery meeting to deeply understand your goals and values.
2. An investment strategy and mutual commitment meeting where I offer recommendations on aligning your investments to your goals and address any questions.
3. We will continue to have regular collaborative meetings to review progress and the implementation of any other advanced strategies. I am grateful for this opportunity and look forward to the opportunity to serve you.
