Financial Planner & Investment Advisor
As a veteran financial advisor, I have built a practice that helps enable my clients to both enjoy their wealth and feel confident in their long-term strategies. This balance is the result of knowing each client's financial strategy and how it fits with their values and priorities. We invest for the long-term, look for opportunities, prepare for the unexpected and adjust for any life changes along the way.
The hallmark of our branch is a superior level of client service. We carefully manage how many clients we serve because a highly personalized relationship is of the utmost importance to us. We also collaborate with other professionals in our client teams, from attorneys, CPAs and estate planners to art appraisers, real estate developers or personal coaches. Some of the many ways we work in partnership with our clients include:
- Organizing client financial information.
- Exploring life decisions, from buying a car to umbrella policies to tuition payments.
- Celebrating through social events like tea tastings and one-on-one outings with clients when they reach milestones.
The success of our practice is based on seamless teamwork. Senior Branch Office Administrator Allison Lindsey assists our branch by gathering and organizing financial information and scheduling appointments. She walks clients through transactions and distributions. Registered Branch Associate Wojtek Wilczynski can assist with reviewing your goals and portfolio to help you stay on track and answer questions you may have about how your investments are performing, all while keeping me informed.
I joined Edward Jones in 1999 and hold the CFP® and AAMS® professional designations with specific standards of knowledge, service and ethics. In addition, I spent 15 years teaching government employees about the federal retirement benefits system, which helps me to effectively serve my clients' retirement needs.