Financial Advisor at Edward Jones
In the late nineties my wife and I had good paying jobs with a healthy investment plan, and then the tech bubble burst and we lost a lot of money. We also had the educational futures of our children to protect. I had to figure out what to do next to recover. That's when I decided to learn all I could about the stock market and long-term strategies. Having gone through the rigorous discipline to earn a Master's degree in engineering, I was equipped to do a deep dive into a new area of study. I immersed myself in the world of finance until I felt I had earned another "Master's" degree. It turns out I thoroughly enjoyed the subject matter and was enlightened when my new skills helped others achieve their financial goals. The desire to be a helper in the world led me to a career move from being an engineer with Hewlett Packard to becoming a professional financial advisor. After careful study and research I found that my values lined up with those of Edward Jones. Putting the clients' needs first was important to me as it was a pure form of helping others. I began my new career with Edward Jones in 2014 as a financial advisor in Phoenix and later moved to Sedona in 2015 with my wife, Tracey, and our three children. In keeping with my own desire to help others I soon found myself a member of the Rotary Club of Sedona, serving on the board of directors of the Sedona Historical Society and as a grant reviewer for the Arizona Community Foundation. You have choices and I'd like to explore them with you, always putting your needs and goals first. The Edward Jones investment philosophy emphasizes quality investments, diversification and a long-term strategy. Contact me so we can discuss what is important to you and set a path for you to achieve it.
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