Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them. In 1992, I began my career as a financial advisor and joined Edward Jones in 1997, serving individual investors and small business owners. Louis native who was raised in
Crestwood, I graduated from St. Louis University where I majored in accounting. I
also hold the Accredited Asset Management Specialist™ (AAMS®) designation*. My senior branch office administrator, Kelly Mooney, started working at Edward Jones in 1995 and is dedicated to providing you with the highest level of service possible. Together, we have a lot of experience helping clients achieve their financial goals. We would like to help to provide the answers to your questions, so you can make informed, financially sound decisions. Please contact us to discuss your situation and options.
* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
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