Financial Advisor at Edward Jones
My Purpose It is my purpose as a financial advisor to help clients by providing custom strategies for families to reach their financial dreams. Understanding what each client needs, enables me to develop an efficient plan for them to reach their goals. How I Partner with My Clients I take the time to listen to each client, to completely understand what is most important to them. Then together we evaluate all of the tools and strategies available, and design a custom strategy tailored to their personal financial goals. We then continue to review and adjust their strategy as goals and life evolve over time. Our clear and concise process helps to ensure clients feel understood and in control of their financial future. About me Prior to joining the Edward Jones team, I owned small business, and also spent four years in the United States Air Force. I grew up in the mountains of South Carolina, and moved to Imlay City in 2002. I am an epically proud father of five amazing children, three daughters and two sons. I enjoy watersports, golf, cooking, traveling, and weird cars. Focus Areas Retirement Savings and Income Strategies Wealth Management Strategies Life Insurance and Annuities Educational Savings Business Retirement Plans 401(k)s
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