FINANCIAL PLANNINGVETERAN OWNED BUSINESS
As your link to the financial world, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. I know that this area can sometimes feel like foreign territory!
I'm someone who is very familiar with foreign territory. Prior to joining Edward Jones, I have served 19 years in the Army. During that time, I developed a passion for helping my fellow veterans develop strategies to help achieve their financial goals.
My process is simple. First, I'll listen to your story and discover who you are and what you are seeking to accomplish. Next, we'll work together to identify specifics surrounding that goal. If you and I agree that we are a good fit for each other, I'll work exhaustively to present several great options to you. Edward Jones gives its clients several options for working together and the choice on how we work together is ultimately yours.
My ideal client is someone who has an open mind to great advice and values the kind of relationship-based, goal-oriented financial advice I provide. I am fully invested in you, whether you are accumulating assets for retirement, taking income in retirement or planning for the unexpected; I'm always up for a great challenge. Simply put - your goal will become my goal.
If you're open to an honest conversation about your financial goals and need a serious accountability partner instead of a salesperson, please request an appointment with me.