MY PROFESSIONAL APPROACH
Relationships involving finances are both professional and personal. As a result, you can be assured that when we work together, it will be all about you – my client.
Whether you are just starting out, saving for retirement, looking to send a loved one to school, or to prepare for a smooth transition of your hard-earned assets to your heirs, I am able to assist. Helping my clients put together an investment plan designed to meet their goals and then implement it is what I enjoy most about my job.That means we’ll work closely together throughout the process. I’ll learn more about you and your current situation, as well as your plans for the future. At my disposal, through Benjamin F. Edwards & Co., are subject matter specialists who can work with us on specialized challenges, along with a variety of products and services.
Once your plan is in place, we will put it into action, and we’ll periodically check on its progress and make changes if necessary. I look forward to offering the objective, knowledgeable, and insightful investment advice you expect, along with the personalized service you deserve.
I started my financial services career after graduating with a degree in international business from the University of North Florida. I joined Benjamin F. Edwards & Co. in 2014.