CA License #0G29111
MY PROFESSIONAL APPROACH
Trust. When it comes to investment planning and preparing an investment approach that helps you meet your needs, it all starts with trust. However, trust doesn’t happen overnight. It develops over time in an atmosphere of mutual understanding and respect. This is one of the things I have learned during my more than 14 years as a financial advisor.
This is why we believe it is important to spend time with our clients and get to know them. After all, no two clients are alike and the same goes for their investment plans. When we work together, I’ll ask questions and listen to your answers. Your responses will guide us as we develop a plan that addresses your unique financial situation and tolerance for risk.
Finally, we’ll put that plan into action and meet periodically to evaluate its progress. During those meetings, we’ll also catch up on any developments that may require us to adjust our direction.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor in our Hiawatha office. I began my financial services career in 2003, and I’m passionate about helping my clients structure strategic investment portfolios that meet their investment and personal goals with proper planning. I hold the Accredited Asset Management Specialist (AAMS®) Designation which allows me to give more comprehensive financial advice, and build a stronger relationship with my clients. Outside of work, I enjoy spending time with my wife of 32 years, Donna, and our three children.
- University of Iowa, Bachelor of Science in Nursing
- University of South Carolina, Master of Nursing, Nursing Administration
- Baylor University, Master of Health Administration
- Accredited Asset Management Specialist (AAMS®)