My Professional Approach
As a financial advisor in the Salem, Ill., office of Benjamin F. Edwards & Co., I enjoy helping our clients structure their portfolios to ensure they are appropriately designed to meet their investment goals and objectives.
For my financial analysis to be of value, it is essential I have an in-depth understanding of what my clients’ investment goals are – a secure retirement, sending a child to college, or simply wealth accumulation. When I have a thorough understanding of my client’s intentions, we will work together to review and structure a portfolio designed to meet their needs. Together, we’ll assess each component and over time evaluate how the approach is performing.
Working side-by-side with my clients on their wealth- and financial management needs is how I define client-first service Even better – we’re empowered to recommend the investments our clients need, without worrying about having to fill predetermined company mandates or sales quotas.
When you add to that the atmosphere of trust, integrity, and mutual respect found at Benjamin F. Edwards & Co., you have an investment firm that puts clients where they belong – squarely in the driver’s seat of the client-advisor relationship.
Stop by or call and make an appointment. I’d love to show you what this can mean for your wealth management.
My wife and I have two children who definitely keep us busy. She and I are active in our church, and enjoy being involved with Youth Loop, its youth program. We also spend time hunting, fishing, and camping. I also enjoy a round of golf when I can find the time.
Grand Canyon University, Bachelor of Science, Elementary Education