I've lived in the Nixa area since 2012. I have 3 grown children and 8 grandchildren. I spent many yrs in the SEMO area in education and serviced over 1400 kids and their families.
Now as an Edward Jones advisor, I know your money represents much more than it's dollar amount. It's a college education, a long-lasting retirement, a dream vacation or a legacy to the next generation. Whether planning for one of these or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies that can assist with unnecessary risk & taxation to help you achieve your goals. I'll monitor your progress to help make sure you stay on track or adjust if needed. Throughout it all, I'm dedicated to providing you top-notch client service.