Sapphire Member

As your Edward Jones financial advisor, I want to understand what’s important to you before we invest your money. I use an established process to help build personalized strategies to achieve your goals. Working closely with you, your CPA, attorney or other professionals, I can help determine the most appropriate financial strategies for you and your family. We’ll partner together throughout your life to help keep you on track!

At our core, we provide:

-Organization to your financial life.

-Accountability, so you follow through with financial commitments.

-Objectivity to important financial decisions.

-Proactivity to anticipate key transitions in your life…