Edward Jones

As a seasoned Financial Advisor with deep business acumen, I help corporate professionals, business owners with $1M + in annual revenue, individuals navigating career transitions and medium to large businesses administer their 401Ks, in making confident, strategic financial decisions. My practice is built on clarity, integrity, and an accountable process - offering a high level of financial planning that aligns with complex career and business dynamics. Whether you're scaling a business, managing sudden income shifts, or preparing for long-term financial independence, I provide tailored solutions designed to grow and preserve wealth, reduce risk and create lasting impact.

My business creates value by delivering strategic, personalized, high-touch financial guidance that empowers high-performing professionals and business owners to make informed decisions, optimize their wealth, and confidently navigate pivotal life and career transitions.