Edward Jones is a different kind of investment firm. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.
Having been with the firm for 18 years, building businesses, I understand the value of personal relationships based on each clients unique financial needs. Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. I can help you prioritize your needs and define those goals.
I’m a mom of two very active boys and a wife to a self employed husband. We’re involved in various sports as coaches and we are active volunteers within the community. I understand that life gets busy. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.