I teach Business Owners, Professionals, Union Workers, and Government Employees how to retire and maximize their return on life with the assets that they have saved. Helping non-profits accomplish their mission is also a passion of mine. I continue to serve in the financial industry because I want my clients to sleep well at night knowing that there is someone to hold them accountable to enjoying
life while enhancing and safeguarding their financial wellbeing,
My ideal client is 3 years or less from retirement, or already retired, and wants to have a collaborative relationship to meet their financial needs, wants, and wishes. If we partner together, I will listen like a friend, provide candid advice, and like the director of a movie to set the "financial stage" for all acts in your life. I currently hold Series 7 and 66 registrations, the Certified Exit Planning Advisor® (CEPA®) and Chartered Retirement Plan Specialist® (CRPS®) professional designations, and earned a Master of Business Administration (MBA) degree from The Johns Hopkins University Carey Business School. My branch office administrator, Melissa Tumbleson, and I work as a team to deliver exceptional service. Please contact me at (808) 573-7500 or [email protected] to discuss your situation and how I can help.
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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