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. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I focus on working with retirees or those preparing for retirement, families in transition, women and small to mid-size businesses looking to build or review their retirement plan. I also utilize our firm's Client Consultation Group to address the unique financial needs of local farm owners. I have built my branch by treating my clients as I would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
My primary goal is to help local investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes, plan for retirement or need a customized approach to address more complex financial needs, I can help.