With more than twenty years of experience as a financial advisor with Edward Jones, I believe in a holistic approach that begins by understanding and clarifying your expectations and goals before investing any money. When meeting with clients, I fully understand how hard they have worked for the money they have entrusted us with.
I provide comprehensive wealth strategies that involve more than just investment guidance. I welcome the involvement of your CPA, Attorney and other professionals to address the entire scope of financial concerns to tailor a strategy that is appropriate for you and your family. This includes your tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving.