Branch Office Administrator
As your Edward Jones financial advisor, I believe in the importance of partnering together, and making investment decisions for you or your business based on your goals and level of comfort. What is important to you and your family is key to developing a tailored strategy that ensures successful wealth strategies. Maybe your goal is organizing your wealth, preparing for or living in retirement, or legacy planning. Or maybe your focus is on a new life event or preparing for the unexpected.
Whatever your goals, we will meet regularly and navigate accordingly to keep you on track.
We also welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Our goal is to surpass your expectations while providing you the excellent service that you deserve.
Growing up in New York, I had the behind-the-curtain advantage of watching my father trade on the commodities exchange. That experience inspired me to focus on helping the long-term serious investor.
My professional designations include the CRPC® (Chartered Retirement Planning Counselor), to support more in-depth retirement strategies. I have been involved in my community as a volunteer for the USO, and as a Rotarian since 2011, serving on the board since 2012.
Feel free to call the office anytime. I look forward to working together!