Financial & Investment Services
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most!
We all have a story. My story, and I will spare you the details, led me to Edward Jones, inspired me to be a financial advisor and infused me with the passion to help others.
Many things determine the trajectory of our lives, and our financial wellbeing is a big part of it. Since 2008, I have been afforded the privilege of helping individuals, families and small business owners throughout their financial journeys. It is my pleasure and my responsibility to serve my clients by helping them organize, plan, protect and transfer their wealth.
I focus on being approachable and open. The investment world doesn't have to be so complicated. I want my clients to walk away knowing why I am suggesting an investment/strategy, what to expect from it and how much it will cost them. My goal for every interaction is to add value to the financial life of each of my clients.
An essential extension of the service that I provide to our clients is my branch office administrator, Belinda Jordan. Belinda's competence, skillset and genuine care for our clients creates an experience that is simply hard to beat.
If you are looking for a financial advisor, I invite you to experience the personal service and dedication we offer. A conversation is a great place to start.
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
- Estate and Legacy Strategies
- Insurance and Annuities