At Edward Jones, we value personal relationships based on a deep understanding of our clients’ unique financial needs. We strive to understand what is important to you. Together, we can partner with you using an established process to help you achieve your unique goals and interpretation of financial health and financial prosperity. Financial prosperity encompasses more than just wealth. It also includes lifestyle, dreams, family and business culture, sustainability and the values you thrive on in your life. It is about you defining your life now and in the future. My team and I strive for a high level of client experience satisfaction and service at all times. We enjoy engaging our clients in discovering what is most important to them.
Growing up in an Edward Jones family, I saw firsthand the culture of the company and the differences made in clients’ lives. I knew that, at some point, I wanted to be the one making a difference for the people in the community.
Outside of work, I spend the majority of my time with my fiancé, Gracie. We love to travel in our free time, especially to the beach. When I am not out adventuring with her, I spend my time in the outdoors. I have had a passion for the outdoors from a young age, and spend my time outside hunting, fishing and playing golf.
We would appreciate the opportunity to visit with you, understand your values and understand your definition of what financial prosperity is to you.