Edward Jones

I am a financial advisor with Edward Jones. I work with individuals and families in multiple stages of life. Whether they are looking to save for college, preparing for retirement, living in retirement, or planning a legacy, I am here to build a trusted relationship to guide them each step of the way. I also partner with small businesses on workplace retirement planning.

My goal as your financial advisor is to build a partnership for life. At Edward Jones, I am able to serve clients to truly understand what is important to them. I will focus on their values and financial needs to create and deliver investment solutions tailored to them. I help create a customized long-term strategy and provide a holistic approach to finances. I also help clients prepare for post-retirement healthcare expenses, plan for regulations that impact taxable accounts, and provide withdrawal rate guidance over the course of retirement. In addition, I help clients with a broader understanding of a their financial goals, gain deeper knowledge of their personal situation to help forecast future needs and work to reach financial independence which may help support mental and emotional health.