Edward Jones

How we work together: 

Helping you reach your financial goals

My team and I will take the time to truly get to know you, since how we turn your vision into a reality is very unique to you. I’ll work with you to create a personalized financial strategy that  includes advice, tools and resources to help you achieve your financial goals.  

I’ll do this in three important steps.

1. Understanding what’s important to you 

Your strategy should be personalized. So, before I make a recommendation, we’ll first work closely together to understand what is most  important to you, including your goals, comfort with risk and how  you’d prefer to work together.

2. Using an established process to build your personalized financial strategies 

I use an established 5-step Process, incorporating what’s important  to you, to develop a personalized strategy using our advice, guidance  and advanced tools. Our 5-step Process helps me fully understand  what is most important to you and then create an actionable financial  strategy personalized to you.

3. Partnering together over time to help keep you on track

Markets, interest rates and life’s priorities may change, but our  relationship and my commitment to helping you achieve your  goals won’t. I’ll make sure I’m with you every step of the way by: 

• Providing regular reviews and updates 

• Identifying timely risks and opportunities 

• Helping you keep your emotions in check during market volatility

• Helping you prepare for the unexpected

I believe that when it comes to your financial strategy, you deserve a  personal relationship and professional advice. My goal is to help you achieve your goals. That means focusing on the future you see for  yourself, building strategies just for you and helping you stay on  track by partnering together over the long term.

It Takes a Team 

When we develop your financial  strategy, you’re backed by all  of Edward Jones. Along with  my team, you have the expertise of our Investment Policy  Committee, our product review  team and research analysts  behind you all the way. 

These teams provide the guidance and resources to  help me: 

• Develop a financial strategy for your goals 

• Build your personalized investment portfolio 

• Identify and address potential risks and opportunities