We want to help you understand your goals and how to get there. Money is not an end, but it is a means to help you achieve your end.
A problem or goal well stated is half solved. As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you are working toward before you invest your money. Sometimes that means discovering your goals at the same time as you are. Working closely with you and your CPA, attorney or other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I have been with Edward Jones in Riverton, WY, since 2013. Prior to joining Edward Jones, I served in the United States Marine Corps, ending my active duty as a captain. While in the Corps, I completed several combat tours in Iraq and was also posted in Germany to supervise Marines assigned to embassy security. Semper Fi.
I graduated from Dartmouth College in 2004 with a bachelor’s degree in philosophy. I also graduated from Rice University in 2013 with an MBA.
Originally from Hudson, WY – just down the road – I am married with two children. My senior branch office administrator, Melanie Bauer, is originally from Riverton, WY. She is dedicated to providing you with the highest level of service possible. Do not hesitate to call on her with questions concerning your accounts. She and I are a team.
Relationships are key, and in our view, meeting face to face builds strong relationships. While not everyone can meet face to face every time, we make ourselves available when and however it is convenient for our clients because we recognize that your schedule and life does not always revolve around normal business hours.
Let’s discuss your goals and get started. Even if you are not sure where you are or want to be, we can help. Contact me today.