We didn't talk about money a lot, but I vividly remember on frequent occasion reaching into the mailbox and pulling out envelopes containing U.S. Over time I would pick up several of his other good money habits, which formed a solid foundation and has served me well in the financial services industry. Through my experience as an advisor I have come to understand that many of us need help to even k
now where to start with financial concerns: What questions should we be asking, and where can we find answers that are trustworthy? It's my passion to help people learn those questions and to be a trusted resource for the answers. I joined Edward Jones because of their philosophies of putting clients' needs first and using an established, principled process of identifying client goals and implementing solutions. My commitment to my clients is that I will continually pursue knowledge with which to serve their financial advice and strategy needs, and I will always respect the trust they place in me as the big deal that it is. Money is personal, as it touches every area of our lives. At the same time, money is a tool – a tool to realize our goals, our dreams, to live the life we want to live. I would love the chance to hear about what money means to you, and how you want to steward it to live your best life. On a personal note, I love walking, biking, dancing at the Surf Ballroom, and I love the freedom of acreage living and sitting by the wood stove or a bonfire with my family around me, playing board games, making conversation, or reading a good book. I love learning and I believe that the best investment a person can make is in themselves, so that they in turn can positively impact their world. I love talking about retirement preparation and the eventual transition to the exciting non-working years, especially with healthcare professionals and their unique needs. Member SIPC.
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