As a financial advisor with Edward Jones, alongside my branch office administrator, Cheryl, I get to work with hard working, successful individuals and small business owners to understand what is important to them. Using an established process, we help them put a strategy together for life beyond work and life beyond themselves. And, we partner with our clients throughout their lives to help keep them on track.
Focus Areas:
Wealth Management Strategies
Retirement Income Strategies
Retirement Savings Strategies
Estate & Legacy Strategies
Insurance & Annuities
