As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and 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 over 18 years of financial experience here in Central Oregon from my previous career as a Mortgage Banker and I look forward to continuing to improve the way people live by working toward a healthier financial position.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives. If you or someone you know has recently changed job or expressed an interest in having professional financial guidance, please contact me today – Referrals are a cornerstone of my business. 541-604-8504