When I came to Edward Jones over 15 years ago, I was drawn here by the amazing culture and the company's desire to do the right thing for the client. Everyone has a unique situation that cannot be summed up in a 15-minute online questionnaire and a computer-created plan. I've had the privilege to get to know whole generations of clients. This includes helping send kids and grandkids to college and
guiding clients through one of the most difficult recessions in modern times. One of our most important jobs is helping someone get organized after they've lost a loved one or gone through a divorce. I communicate in terms my clients can understand. I try to make sure you learn something with every meeting. You can expect proactive contact from myself or my branch office administrators, Dan Schneider and Bonnie Lemmon. This may be a recommended change to keep you on track or remind you of the actions that need to be taken to achieve your goals. Of course, we may also be calling to simply check on how a family member is doing after a hospital visit. I believe in working with your CPA and attorney. With their help, we can make sure you follow through on titling your assets and updating beneficiaries. We know that most people's goals are to pass along their wealth to their family and charities with as little fuss as possible. After putting a strategy in place that is tailored to you, you'll feel more confident about where you stand and your financial future. I'm blessed to have a wife and four kids. You'll find me occasionally leaving early to attend their ballgames or important school functions. When you come in, it feels like you're working with a small family business. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance.
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