I work primarily with business owners and successful retirees who want to create reliable income and help them pass on their legacy. Working hard and the want to be of service to others has always been at the core of who I am. That's part of being raised in a Military family and having my first job when I was only 10 years old. That same service and hard work is now extended to select business owners and hard working families to develop and implement comprehensive financial strategies to achieve goals specific to each of them. Prior to joining Edward Jones, I spent more than 11 years in the Auto Industry. I came to Edward Jones in 2013 because I wanted to have a deeper impact on peoples lives and was driven to become my own boss, like many of my clients. My business partner and Senior Branch Office Administrator, Becky Lee, has helped me be of service to those clients since 2021. She and I have worked together to help ensure each client feels welcomed and valued. I am a Chartered Financial Consultant® and she is a Financial Paraplanner Qualified Professional SM - FPQP® and currently working on her securities licenses to better serve our clients moving forward. Our mission is to help our clients get the best RETURN ON LIFE possible with the money they have. Our 4 goals:
1: We will help our clients bring order to their financial lives
2: We will help our clients follow through on financial commitments
3: We will bring insight from the outside to help you avoid emotionally-driven decisions in important money matters.
4: We will work with you to anticipate your life transitions and to be financially prepared
for them. Time spent in preparation avoids time spent in reparation. Outside of the office, I am an Assistant Scoutmaster for my sons Scout Troop and I also the team manager for his competitive club soccer team. My son Daymon who is a Scout, competitive soccer player and lover of golf. My daughter Kayleigh who loves dance and playing the piano. They keep me busy and I love every moment of it. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations in multiple states. For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
