Edward Jones

About Us

I recognize that finding the right financial advisor is an important decision and that everyone's financial situation is different. That's why I take the time to get to know each of my clients and understand their unique goals. I believe that everyone deserves to have a financial strategy that is tailored to their individual needs and circumstances.

Our process is simple: I want to understand what is important to you, use an established process to help you build personalized strategies to reach your goals and partner together throughout your life to help keep you on track.

I am dedicated to enhancing my knowledge and skills to better serve clients. After completing coursework at the Yale School of Management and passing a rigorous examination, I received the Certified Investment Management Analyst® (CIMA®) designation from the Investments and Wealth Institute. The CIMA® certification is the peak international, technical portfolio construction and investment management program and continues to be the highest level of advanced investment education for client-facing advisors.

If you are interested in learning more about our process, please contact us and we'd be glad to find a time to discuss with you.