As an Edward Jones financial advisor I bring my full career experience and passion for this industry into my practice. The most important lesson I have learned from working in this industry for over two decades is that people and relationships mean everything. Which is why I use this lesson every day to build strong relationships and connect with the families I commit to working with. My clients often come to me in order to protect or transition their assets and to build financial strategies in the most efficient way possible.
We use a solutions-based approach to develop personalized strategies and pull it all together with sophisticated advice and a detailed strategy for long-term growth. I thoroughly enjoy the process of developing complex financial strategies and if needed will work together with your accountants, attorneys and other professionals.
At Edward Jones we’re focused on you. Every strategy we offer and every solution we recommend is based on what’s most important to you! The firm has thousands of people and advanced technology supporting our office so that we can focus on you and helping you reach your long term goals.
What excites me most about this job is seeing a financial strategy go full cycle…
You don’t need to go at it alone.
I am committed to providing excellent customer service and financial education throughout our process. Please don’t hesitate to contact me to discuss your personal situation and options. We are happy to help.
Categories: Finance, Financial, Financial Advisor, Port Clinton
Updated 3 weeks ago.