Then, let's be sure to get to how I can add value to you:
I first moved into financial services in 2001 and found my place at Edward Jones in 2012 with prior experience in banking, lending and then investment and compliance services. Edward Jones was always a benchmark for me of integrity and first-class focus on clients. I admire the impact our financial advisors, and the partnership that is Edw
ard Jones, have on our clients and communities. I like that my team is supported by thousands of US-based associates and partners focused on ever-evolving technology and professional analysis, so I have the tools and the time to focus on you. Working closely with you one on one or with your family, and preferably in conjunction with your CPA, attorney or other professionals, I can help determine the most supportive financial strategy for you and your goals. I am proud to stand with Edward Jones as a national sponsor for the Alzheimer's Association. We offer many resources to families affected by Alzheimer's Disease nationwide. I personally enjoy outdoor activities from like kayaking as well as world travel – my favorite way to recharge my batteries and learn more about our world and each other. I also like to produce and assist with directing short films in local film festivals to challenge and expand my creative side. Your personal branch team includes branch office administrator, Christine Wickersham. Together, we are dedicated to providing you with the highest level of service in action, not just words, and we strive to truly make a difference that changes your experience and expectations in the financial world. As a partnership, and a partner here myself, we can truly focus on you as our client without the conflict of shareholders' priorities that can often be a challenge for other firms and banks. I am so proud of our hard-earned and highly cherished reputation as a firm and as a team. Making the decision to work with a financial advisor is an important one. Reach out to us today to learn if Edward Jones and my team is right for you and those you care about.
