Edward Jones

Edward Jones is a full service investment brokerage and financial advising firm. We help serious, long-term investors achieve their financial goals by understanding their needs and implementing tailored solutions.  After 25 years as a professional fundraiser helping charities to achieve their goals, I decided to became an Edward Jones financial advisor - because I wanted to help businesses and individuals with what matters most to them.   I'm proud that Edward Jones uses a proven and established five step process to help people plan and set financial objectives.  Together we answer these questions - Where am I today?  Where would I like to be? Can I get there? How do I get there? How can I stay on track? I develop personalized solutions and partner with my clients throughout their lives to help them achieve what's important to them.