About My Practice
At Edward Jones, we believe our business is personal . We look at your individual needs first so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Contact me today to help develop an investment strategy that makes sense for you.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - AAMS, CRPS
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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