Financial Advisor at Edward Jones
As an Edward Jones financial advisor, the most important aspect of what we do is understanding what's important to you. Whether you're planning for retirement, saving for college, or protecting the financial future of your loved ones, we work with you to develop specific strategies to help you achieve your long-term goals. It's also important to understand your investment risk level so we can balance it with the steps necessary to help reach those long-term goals. We then monitor your progress to help ensure you stay on track. My journey with Edward Jones began in 2010. What initially drew me to this career was the culture and environment that was created for clients and associates. The amount of personalized care and attention given to each client is unsurpassed in this industry. My career with Edward Jones has offered me the opportunity to do exactly what I desire and love: making a difference in the lives of others. Our branch team is dedicated to providing the highest level of personalized service. Our mission is to inspire and educate others to live with a higher sense of who they are based on courage, purpose and joy versus fear, obligation and need. Edward Jones cultivates a growth mindset, as well as leadership development and partnership. In the past, I have served as level coach, mentor, growth leader and regional leader. In 2015, I became a limited partner. My wife, Stacey, and I live here in Mt. Juliet with our three amazing daughters, Lucy, Katie and Maddie. We are members of Connect Church, where I serve as trustee. I'm also a member of the Mt. Juliet Breakfast Rotary Club and the Mt. Juliet Chamber of Commerce. Give us a call and let us show you how we can help navigate the sometimes turbulent financial landscape toward a plan of peace and tranquility built around your goals and dreams.
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