Let's work together to find happiness and fulfillment where you feel like family through an exceptional client experience. I'm a teacher and learner at heart, having spent 13 years in education as a teacher and school administrator before my arrival to Edward Jones. Care, attention to detail and others, and consistently clear communication have built some of the most meaningful relationships in my life: my wife, my two children, my branch team and my clients. I can't wait for you to be a part of this family. Our clients span multiple generations – we take immense pride in serving families where deep legacy, life lessons and significant assets/property are appropriately staged to pass for generations to come. And we know it takes a large team of trusted professionals on tax advice, estate planning and incorporation to carefully plan and execute. We take pride in leveraging your team to accomplish your short- and long-term goals. We do our best work leveraging your team of professionals to serve:
Significant inheritances and trusts – mindful of gifting and generation-skipping strategies. Business owners – properly insured and protected, efficient tax structure, discipline to save for retirement, offer employee retirement plans. Executives/Directors – consider highly complex taxable estates, optimize deferred compensation, study long-term estate considerations, strategically divesting company stock. Widows/Widowers – making sense of unexpected financial responsibility, thoughtfully passing on your legacy. Come feel like family – where you get to know mine just as much as I get to know yours.
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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