As an Edward Jones financial advisor, I dedicate my time to understanding the unique and ever-changing needs of today's individual investor. Edward Jones provides an array of financial services, each rooted in my passion for educating clients and partnering with them to help them live better financial lives. I'm firmly committed to long-term client relationships, and through a proven five-step financial planning process, I partner with my clients to develop retirement, education, estate and insurance planning strategies. Through job changes, marriage, births and deaths, I work with my clients to ensure that their investment strategy and financial plan continues to be tailored to their specific needs.
In addition to having the Series 7, 63, 65 and Life and Health Insurance licenses, I also hold the ChFC® and CLU® designations.
intersection of Brown Trail and Harwood Road in Bedford
