Financial/Investment Advisor
Hours:
Monday - Friday: 8:00 am - 5:00 pm
Evenings and Saturdays by appointment
Driving Directions:
In the Fry's shopping center at Silverbell Rd and Cortaro Rd
As a proud Partner and Financial Advisor with Edward Jones, each day I am focused entirely on what's most important to our clients and helping them reach their most important personal and financial goals. I help individuals and families navigate the increasingly complex issues that they face as they plan for retirement, save for college, and protect the financial security of their loved ones.
I have always had a passion for service and helping others. In my first career with the fire department, I worked my way from Firefighter to Deputy Chief of Operations. After years of service to the community I joined Edward Jones in 2018, a company that focuses on individual investors, families, and local business owners.
We will collaborate closely with you, your CPA, attorney, and other professionals, we can determine and implement a comprehensive financial strategy. We will design a long-term diversified investment portfolio that is built specifically for you within a planning process and are always looking for the most cost efficient, high value ways to manage your money.
I also believe that my clients should have the highest expectations of me and my team. That is why I earned the CERTIFIED FINANCIAL PLANNER™ certification and the Accredited Asset Management Specialist™ designation. As a CFP® certificant, I adhere to the principles of Financial Planning in a Fiduciary capacity. But we are not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance.