I am lucky to work as a financial advisor for Benjamin F. Edwards & Co. and join my father as part of the Roberts Jackson Wealth Management. His 50 years of experience and leadership have been instrumental as I have developed my wealth management practice over the 12 years.
His most important lesson – trust. After all, trust is at the root of client – advisor relationships. We must earn that trust from our clients every single day.
It all starts with a conversation. I believe it is important to understand what they want their financial plan to accomplish – whether it is sending kids to college, buying a house, saving for retirement, or addressing another financial challenge. I begin the process by asking a lot of questions, listening carefully to the responses. Bottom line – no two clients are alike and I work with all my clients to prepare an investment plan that is tailored to meet their individual needs.
From those discussions, we work together to develop a personalized financial plan designed to meet your investment goals and objectives. Periodically, we’ll also sit down and review your progress. I’ll also check in to make sure your financial circumstances are still aligned with our agreed upon financial approach.
This is how all of us at the Benjamin F. Edwards & Co. Chesterton, Indiana, office define client-first service. Give us a call, we’d love to review your financial plan and show you the difference.
In addition to laughing (a lot) together, Ryan and I have two children, 14 and seven, and have Scarlet, a short-legged Jack Russell terrier. My family enjoys outdoor live music, camping, and spending time together.
Purdue University, Bachelor of Science, 1994