About Edward Jones Investments
I'm a veteran financial advisor with twenty years of experience. I've built my career one relationship at a time. It's imperative that my clients receive sound advice based on what's important to them. Thus, I focus and build strategies based on our clients' goals and values. This aligns their portfolio and their financial strategy with their long-term interests.
I was raised in Southern California, although I matriculated and graduated from the University of North Carolina-Chapel Hill. I served six years in the United States Naval Reserves where I served my country and made lifelong relationships.
I'm currently the president of Elko Desert Sunrise Rotary Club. Before that, I served as the community projects director of Elko Desert Sunrise and am proud to contribute to our community.
My practice today focuses on retirees and those within striking distance of retirement. I enjoy and focus on retirement income and wealth transfer strategies. We work closely with clients' tax and estate planning professionals. This is to ensure our clients are receiving advice tailored to their individual situation.
At Edward Jones, we use an established process to help build personalized strategies to help reach your goals. Please feel free to contact us for a complimentary consultation.