With over 11 years of experience, my team and I are passionate about helping serious long-term investors with their evolving financial needs.
Backed by Edward Jones, a 100+ year-old financial services firm, we will provide the time, unrushed time I might add, dedication, knowledge, and unbiased advice to develop a personalized financial strategy along with quality investments to assist clients to achieve their goals and priorities. We will also ensure that strategy is protected against unexpected life events that might derail the path to financial freedom.
Our focus:
• Comprehensive Financial and Estate Strategies
• Retirement Savings and Income Strategies
• Intergenerational Wealth Transfer
• Women & Wealth
• Business Owner Considerations
• Divorce Finances
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