Edward Jones

I have a dream career. I have the privilege of helping my clients define and create what is most important to them and develop tailored strategies to achieve their most important aspirations. It is a role where I am fortunate to be a partner in a very intimate part of each family's lives and play an integral role to helping them achieve financial goals. I believe each client that entrusts me to help them deserves a financial advisor who will put their best interest first, who will make it his mission to serve them honestly and objectively and who will bring the skills needed to serve on their behalf.

Many of my clients have questions about: • Calculating how much money is needed for retirement • What expenses will look like • What age can they retire • Creating an income stream • How to invest their 401K / 403B • How to catch up on their savings • Managing debt and expenses • How new laws affect their retirement • Saving for a child's college education As your financial advisor I walk life's journey with you addressing these and many other topics. All the while keeping a keen eye on tax and life events that impact your plan. While good advice doesn't have to be expensive, bad advice will almost always cost you dearly, no matter how little you pay for it.

As our clients have many facets to their financial picture, we welcome working with your attorney and CPA. Together, we can address each stage of your life, from saving for retirement, paying for college and transferring wealth.