Financial Advisor serving individual investors | Focusing on Generation X & Y | Business Owners We also drop in on our 2 sons who are attending college!
I draw on 30 years of financial services industry experience in providing accumulation action plans for Generation X, retirement and saving strategies for small business owners, approaches to income planning, methods to help maximize social security benefits and Medicare education for baby boomers and legacy strategies for the great generation. I know what it is like to put 2 great kids through co
llege, switch careers late in life and juggle current saving needs along with planning for my future retirement. I also recently lost a parent and I know the sadness and stress that caused our family. I would love to find more out about what is going on in your life and how I can use my partnership with Edward Jones and our proven process to work together toward building your future and achieving your goals. Throughout my life, helping others has been an integral part of who I am. I chose to transition my career to being an Edward Jones Financial Advisor, because I believe I can make a difference in the lives of families in my community. At Edward Jones, we offer investments, services and tools our clients need to work toward their financial future. In addition, the firm has thousands of professionals and advanced technology supporting our branch offices to help clients reach their long-term financial goals. I enjoy boating with my family above almost anything else in life! My wife Mara and I spend time watching movies, cooking and taking the dog for a walk. I hold a State Insurance License and is Series 7, 63 and 66 registered. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
