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FINANCIAL SERVICES
About Us
As an Edward Jones financial advisor, the clients we serve best are individuals, families and business owners that value a personal, customized and comprehensive approach to wealth strategies and appreciate guidance that is common-sense, straightforward and easy to understand.
We follow an established process that begins with understanding the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to help you reach your long-term goals.
How I Partner with My Clients
Serving my clients' best interest, without exception, is a responsibility I take very seriously. I take my time to get to know each client's goals, needs and current financial situation before making recommendations. Every client in my practice has a financial strategy tailored to their values and unique situation. I have a disciplined investment approach with an emphasis on quality and a clear process to help ensure that each client feels understood, in control and ultimately secure with all aspects of their financial life. Working closely with your CPA, attorney and other professionals, I keep my clients focused on what is most important to them, especially in times of stress or major life changes.
What initially drew me to a career here at Edward Jones was the culture and environment they created for their clients and their employees. I believe that the amount of personalized care and attention that is given to each client is unsurpassed in this industry.
