Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.
My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you. I enjoy developing relationships with my clients and their families. I believe in building a road map to success for the overall financial well-being of my clients, rather than focusing solely on investments.
We also work together to evaluate your overall current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards & Co.
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 received a bachelor’s degree in business administration from Bucknell University in Lewisburg, Penn. I also served as a captain in the U.S. Army in Germany with deployments to the Balkans in 1998, 1999 and 2000. I enjoy traveling and golf. I am married to my wife, Julie, and have one daughter, Mia, 13.
I very much look forward to showing you what our client-first investment approach can mean for you and your family.