PO Box 1241
Milford, PA 18337
My “why” for being a financial advisor is based on my desire for helping others. In my opinion, wealth is not everything; but it does enable individuals to have the tools necessary to provide for themselves and their families. My best experiences are when I see individuals excel through their goals and live out their dreams.
Who do we serve:
We partner with multi-generational families to manage and grow their financial wealth; which enables them to find success on what is most important to them. Our office works with individuals from various backgrounds such as: farmers, healthcare professionals, business owners, corporate executives, teachers, employees and entrepreneurs.
What goals do we focus on:
– Retirement strategies
– Education planning
– Estate considerations
– Near-term goals
– Asset protection
– Financial strategies
What do I bring?
Prior to making the transition into Edward Jones, I worked for a major bank in the U.S. Within my first year at Edward Jones, I received the prestigious Ted Jones Prospecting Award due to my office’s performance.
In addition to my work experience, I also have my B.S. in business administration with a concentration in finance.
Prior to my work in the banking/finance world, I served in the United States Air Force working on fighter jet aircraft. My time in the U.S. Air Force helped instill many of the values I have brought to my practice today. Values such as answering the call of individuals who need me, being a leader and always striving to do my best. Last but not least, I come from a family of entrepreneurs. Understanding what drives the bottom line and how to set and achieve goals has been something discussed at the dinner table my entire life.
All these experiences I have used to build a practice in which I can proudly serve my clients.