I began my Edward Jones career in 2009 as a financial advisor in Grand Haven, Michigan. In 2010 I was offered an opportunity to relocate to Cadillac, Michigan and assume responsibilities for an existing office. My business grew and in 2014 I invited another financial advisor to join me in the office to help better serve clients. In 2015 I became a Limited Partner with Edward Jones and relocated my business back home to Fort Wayne, Indiana. When I contacted the home office to explain my desire to relocate closer to my family, they were very accommodating and opened a brand-new office for me in May 2015.
As an Edward Jones financial advisor, I believe it’s important for me to invest my time to understand what your goals are before you invest your money. To understand what you want to accomplish and where you want to be, we need to take time and find out where you are today. I'll sit down with you and together we'll work through the numbers. During our first meeting, I'll ask several questions and it’s important that I listen to the answers and clarify them, so I understand your needs and goals. I will also learn your risk tolerance and experience level to truly understand the best strategies to meet your needs. I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.