CA License #OL50652
MY PROFESSIONAL APPROACH
My desire to help people and companies develop a personalized investment approach and put those plans into action is precisely why I’m a financial advisor. I look forward to meeting with my clients, getting to know them, and then working together to develop a goals-based investment program to meet their goals. No two investors are alike – and neither are their financial plans. I am a believer in sound, analytical investment planning, and work with my clients to develop personalized wealth management approaches that help meet their needs.
At Benjamin F. Edwards & Co., I can provide my clients with a wide range of products and services to assist them as they work to achieve their financial goals and objectives. This includes offering perspective and advice as we map out their plans for retirement, and outline the wealth strategies they’ll need to help ensure their assets move to the next generation in a smooth and orderly manner.
As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.
I can do so in an atmosphere based on integrity, mutual trust, and respect — one without product or sales quotas. I am free to recommend the investments and services that best fit my clients’ needs and objectives.
I started my financial services career in 1986 in banking. After 15 years in banking, I decided to work as a financial advisor at A.G. Edwards & Sons in 2001. Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2009.
Outside of work, I like to spend time with my wife, Debbie, my two step-children and our five grandchildren. I also enjoy travel and reading.
AREAS OF CONCENTRATION
- Retirement Income Planning
- Investment Strategies
- Traditional and Roth IRA’s
- Estate Planning Strategies
- Life, Disability, and Long Term Care Insurance
- Bradley University, Bachelor of Science Degree in Finance
My Community Activities
- Big Brothers Big Sisters