Before transitioning to financial advising, I spent nearly a decade as a Certified Public Accountant (CPA). This background has equipped me with a solid foundation in financial strategies. I graduated with a Master's degree in Accounting from Bloomsburg University and achieved my CPA designation shortly thereafter. My previous experience allowed me to work closely with individuals and businesses to optimize their financial strategies and navigate complex financial situations. This experience has been invaluable in my current role, where I focus on providing tailored financial solutions to help clients reach their long-term goals. At Edward Jones, I’m dedicated to offering personalized advice and building lasting relationships with my clients. I take pride in crafting strategies that are not only effective but also aligned with each client’s unique needs and aspirations. I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. I will monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Lastly, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. When I’m not working, I enjoy volunteering in my community, golfing, and trying out new recipes. I look forward to the opportunity to work together and help you achieve your financial goals.
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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