Financial decisions often involve more than investment selection alone. Many individuals and families consider factors such as retirement goals, tax considerations, charitable giving objectives, business interests, and multigenerational financial priorities when developing a long-term financial strategy. As an Edward Jones Financial Advisor, I help individuals, families, business owners, retirees, and widows facing a variety of financial decisions. My approach begins with understanding your unique circumstances, values, and vision for the future. Together, we develop personalized strategies intended to support those goals and adapt to changing circumstances over time. Clients often seek guidance on retirement income planning, tax-aware investment strategies, wealth transfer planning, charitable giving, concentrated stock positions, business succession planning, and legacy strategies. When appropriate, I collaborate with clients' tax and legal professionals to support a collaborative planning process. Delivering exceptional client service is a priority for our team. Assisting me is Jaclyn Baker, Branch Office Administrator and a vital member of our Financial Strategy Team. Jaclyn provides personalized service and support with account administration, online access, and day-to-day client needs. Together, we strive to provide responsive service and educational support to help clients make informed financial decisions. My professional background includes more than a decade in financial services and over 11 years in healthcare. These experiences provide perspective when working with clients facing significant life and financial decisions. I joined Edward Jones in 2021 and began serving clients in the Lacon branch in 2022. My commitment to advanced education in wealth planning and investment management includes earning the Chartered Financial Consultant® (ChFC®), Wealth Management Certified Professional® (WMCP®), and Accredited Asset Management Specialist™ (AAMS®) designations. If you are looking for a financial advisor to discuss your goals, priorities, and long-term financial considerations, I welcome the opportunity to learn more about what is important to you and your family. Contact our office at 309-246-2008 to schedule a conversation. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.
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