I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000+ financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized st
rategies to help you reach them. I started my career in banking in 1991 and come over to Edward Jones in 2012 after watching what was happening with my clients with not planning. I enjoy the one-on-one, personalization that I am able to provide for my clients. I have a passion for looking at clients whole financial picture and showing them how to achieve their financial goals. I work with other professionals, CPA's and Estate Attorneys, to determine an appropriate financial strategy to build, maintain, and transfer wealth. I have earned a Bachelor of Business Administration in Finance, along with AAMS™(Accredited Asset Management Specialist™), and CRPC™(Chartered Retirement Planning Counselor™) professional designation to help me better understand and advise my clients on a variety of often complex financial needs. My branch office administrator, Susan Brun, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. I am a member of the Pooler Chamber; former President of the Pooler Lion's Club; and a member of the Pooler BNI. I enjoy meeting and helping business owners in the area, along with volunteering for local events. I am currently accepting new clients and always appreciate your referrals. Please call, or stop by my office, or visit www.edwardjones.com for more information. I can also be reached at [email protected].
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