MY PROFESSIONAL APPROACH
As a financial advisor for Benjamin F. Edwards & Co. and a member of Herr Wealth Management in Chandler, Ariz., I enjoy helping my clients and their families with their wealth in four key areas: growth, management, protection, and wealth transfer to heirs.
The ideal outcome of these efforts means kids can go to college, my clients can enjoy a secure retirement, and their wealth can transition smoothly and efficiently to their heirs. I gain a lot of personal satisfaction in helping my clients achieve these and other financial goals and objectives.
At Benjamin F. Edwards & Co., our financial advice is rooted in one basic principle – our clients come first in all of our decisions. As my client, we will work closely together. I want to get to know you and understand your current financial circumstances and what you want to achieve financially.
Together, we will develop an investment approach that will serve as a road map toward achieving your financial goals and objectives. We’ll also get together from time to time to assess our progress and make any needed adjustments along the way. As a financial advisor at Benjamin F. Edwards & Co., I am backed by a knowledgeable team of subject matter experts and have access to a vast assortment of financial products and services.
For all of us at Herr Wealth Management and Benjamin F. Edwards & Co. in Chandler, Ariz., that’s how we put our client-first service to work for you. Give us try – I think you’ll like the experience.
I joined the Chandler, Ariz., office of Benjamin F. Edwards & Co. in 2018, having worked as a financial advisor for 10 years. My father David and I formed Herr Wealth Management, and I am fortunate to have that opportunity and continue to learn a great deal from him professionally. Together, we love putting the client-first philosophy of Benjamin F. Edwards & Co. to work for our clients. Give us a call – we’d love to show you how special it is.
In my spare time, I enjoy coaching basketball and soccer, and helping out with youth sporting activities. My wife Meg and I have two children (a boy and a girl) and two dogs.
St. Mary’s College (California) – B.S. with an emphasis in Sports Management