As a Financial Advisor with Edward Jones, I focus on helping engineering and business professionals working in a corporate environment, as well as entrepreneurs who own their own business. We can work individually or with your family, and include education through every step of the journey to keep your plan on track year after year. For engineers and business professionals, I provide personalized
investment strategies that help them achieve their long-term financial goals. I spent 17 years at large corporations and know first-hand the challenges of career growth and complex compensation packages (RSUs, stock options, ESPP, 401k, etc.). Whether you're just starting out in your career or looking to transition into retirement, I can help you navigate these choices and develop a plan that works for you. For business owners, I bring a unique perspective as a Certified Exit Planning Advisor® (CEPA®). With this certification, I can help you develop a comprehensive exit plan that takes into account both your personal and business goals. Whether you're looking to sell your business, transfer ownership to a family member, develop an ESOP, or simply retire comfortably, I can help you make informed decisions and achieve the best possible outcome. I joined Edward Jones because I believe that helping you provide for your family's expected joys and unexpected events is foundational to generational well-being. If you're looking for a trusted partner to help you achieve your financial goals, please don't hesitate to reach out.
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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