Humanizing investing is my goal. I focus on explaining the investment world in terms you can understand. While money cannot buy happiness, it can allow us to have choices. I believe your money should serve your purpose, not the other way around. People generally have an emotional relationship with money, and logic can go out the door in times of stress or life changes. This is one of the areas where a financial advisor can provide value. We use an established process to identify and track multiple goals, and provide competent, comprehensive advice. My ideal clients trust our processes and respect the value we bring and the transparency we offer. I welcome partnering with your attorney, accountant and other trusted professionals to leverage everyone's expertise for your benefit.
My position allows me the privilege of witnessing generations of my clients and their families go to college, save for travels, enjoy their hobbies and eventually retire with dignity. Experiencing those successes inspires me to serve my clients and advance what truly matters most to them.
I invite you to experience the Edward Jones difference. My branch office is dedicated to providing you with the highest level of service; we're just a phone call away, and you won't be on hold for an hour! Visit us near Heber Main Street, or connect with me via phone, e-mail, LinkedIn or Facebook.