I came to Edward Jones because we are a private partnership, meaning that our firm does not make business decisions to appease public shareholders but instead make decisions that are the best our clients and the firm. This allows me to build a plan for my clients for their unique and personal goals and the investments and planning are the methods to achieve those goals, whether that is planning for retirement, living in retirement, saving for education, planning for your estate or planning for the unexpected.
There’s nothing more important to me than understanding what’s important to you. Only then, can you and I work through our established process to help you build personalized strategies and the specific actions needed to achieve your goals. I’ll continue to partner with you and your family throughout your life, revisiting your goals and risk tolerance, as well as the strategies we’ve developed, to help keep you on track toward your goals.
I look forward to the opportunity to earn your business.
CA Insurance License 0C24309