Best Investment Service Surprise Near Me

4worldlovers: As an Edward Jones financial advisor, I enjoy building relationships with my clients and getting to know them, their families and their dreams and goals. Every relationship is a great story and a reason why I enjoy what I do.

I offer my clients a complete financial experience, using an established process to identify their needs and goals. This includes creating custom financial strategies, setting goals and recurring portfolio reviews to help ensure you are on target to achieve your goals. I'll help you invest your portfolio to achieve your financial goals while taking an appropriate level of risk and help you plan for the unexpected.

I have over 20 years' experience managing multi-million-dollar businesses and training programs for a large corporation. I received my bachelor's and master's degrees from the University of Phoenix.

I have two beautiful daughters and two dogs. When I'm not spending my time with clients, I enjoy sports, cooking, grilling, gardening and genealogy. I also own a 1955 Chevy pickup that I am restoring. I am active in our local Rotary Club and am a board member for a local non-profit organization. I served in the US Air Force as a Security Police specialist, Military Working Dog Handler.

Tina, our branch office administrator, has a strong professional background, including helping to manage a family business and having worked in the medical field for 13 years. Tina has an AAS degree in the medical field. She has volunteered with her son's sports events and stays active in the community.

Our team is hands-on when it comes to working with our clients, from proactive phone calls to monthly coffee clubs.

Our ideal clients are retirees and pre-retirees who want the advice and recommendations of a financial advisor to guide them through retirement and help make ensure they have all their financial matters handled. Tina and I look forward to helping you work toward your financial goals. It all begins with a conversation.