Edward Jones

As an experienced Financial Advisor and former F/A-18F Naval Flight Officer, I help accomplished professionals, business owners, and families navigate complex financial decisions with clarity and discipline. My approach is grounded in integrity, structure, and a disciplined process designed to support long-term financial planning. I primarily work with individuals in technical, scientific, medical, and other highly skilled professions, including aerospace and defense, aviation, engineering, technology, biotechnology and pharmaceuticals, healthcare, manufacturing, finance and accounting, legal and regulatory roles, as well as military service members and veteran families. Many are balancing demanding careers, family responsibilities, and evolving financial needs. Whether managing changes in income, transitioning careers, preparing for retirement, or coordinating multiple aspects of their financial lives, I provide personalized financial strategies aligned with long-term goals and changing circumstances.

I work with clients to bring structure, coordination, and long-term perspective to their financial lives. Through a disciplined planning process, I help individuals, families, and business owners navigate career transitions, income changes, and evolving financial priorities.