My first experience with Edward Jones and what initially drew me to a career here was the exceptional culture and environment they fostered for both clients and associates. The unparalleled level of personalized care and attention given to each client sets Edward Jones apart in the industry. Having worked for leading banks, brokerage houses and independent firms, I am confident that I am in the right place, equipped with the tools and support to truly make a difference in the lives of my clients.
As a seasoned financial advisor with over 17 years of experience, I am dedicated to helping investors achieve their goals. For me, this is more than just a job—it's an opportunity to fulfill my passion for improving the lives of families. I see myself as a partner and mentor, guiding clients through life events and investment decisions. In pursuit of this passion, I joined Edward Jones as a financial advisor and earned my AAMS™ designation. In addition, I also earned the CFP® certification. Since 2015, I have been a limited partner with Edward Jones and have served various leadership roles in assisting new financial advisors in launching their careers.
On a personal note, I reside nearby on acreage with my wife, Jocelyn, and our two teenage children. We embrace the joys of spending time in the great outdoors and spending our free time together.
As part of your Edward Jones branch team, my branch office administrator, Barb Foley, and I firmly believe in investing our time to understand your aspirations before you invest your money. By working closely with you, your CPA, attorney and other professionals, I can help determine the most suitable financial strategy for you and your family. Additionally, I can assist you in planning for your retirement savings, providing you with more options when you decide to retire, regardless of your chosen path.
If you are seeking a dedicated financial advisor, I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and personalized relationships. Feel free to call today and schedule an appointment.