As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors and business owners to create and implement strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs and Estate Planning Attorneys to execute needed actions.

Using the Edward Jones established process, I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.