My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to create a plan for retirement, save for a child’s college education, reduce taxes or create a legacy plan, I can help.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. The financial world can sometimes seem like foreign territory; I can work one-on-one with you to help determine the most appropriate financial strategy for you and your family.