I have worked in the financial service industry for 40 years, helping clients maneuver through many different financial situations. Investing has been a personal interest since high school. When in 1994, I received a small amount of money and saw my chance to put into practice what I had learned over my years of practice on paper. I planned a strategy, and to this day, that same strategy is the fo
undation of my portfolio! In 2018 the opportunity to join Edward Jones presented itself. I have had other advisors, and I never felt heard, or understood, and rarely was contacted. I investigated Edward Jones and found that our values align: personalized strategies and high-quality, diversified investments focused on the long term. But, Edward Jones financial advisors go a step further: Understanding our clients' personal goals and their comfort with risk is key. We take the time to understand what is important to each investor before building a strategy or investing, and equally important, being transparent concerning Edward Jones' fees and how we are compensated. We take the time to build trust and a strong relationship. We partner with our clients to set strategies and help stay on track to meet their goals. I am proud and honored to be a part of the Edward Jones family. What you will find when we meet is my goal is for you to feel heard, understood and confident in me and my process. My responsibility is always doing what is in your best interest. Lastly, rest assured it is not only you and I navigating the ever-changing environment of finances. We have all of Edward Jones' 98 years of experience, analysts and technology at our disposal as we navigate together to reach your financial goals.
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