When I became a financial advisor with Edward Jones in March 2014, I looked forward to embracing my best qualities: being analytical, a people person and a caretaker. I'm committed to understanding what's most important to you. Using my established process, I'll help you & your family discover, document & reach your long-term goals. Our office excels in complex wealth management strategies such as wealth transfer & tax mitigation. Note: I'm not a CPA or tax preparer, however I partner with you & your team. Professional relationship expectations and costs are clearly communicated. My branch team partner, Kim Brooks, is dedicated to partnering with me in providing you with the highest quality, detail oriented service while offering a warm, inviting environment. Kim & I encourage active participation, which is critical to the success of your strategy. Outside of the office, I enjoy & cherish spending time with family & friends. I enjoy NFL football, NCAA basketball, bowling, crafting, golf, trying new restaurants & almost any music. Like most folks, I'm trying to be more physically active, so adding to this list is a goal for 2023. Since one of most favorite people is my 1-year-old grandson; spending more time with him should help my cause! If you are considering a change, or are looking for a financial advisor, I invite you to contact our office. Kim would be happy to schedule a time for us to have a conversation to see if we're a good fit. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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