Financial/Investment Advisor
Hours:
Monday - Friday: 8:00 am - 5:00 pm
Evenings and Saturdays by appointment
Driving Directions:
In the Fry's shopping center at Silverbell Rd and Cortaro Rd
As a proud Partner and Financial Advisor with Edward Jones, each day I am focused entirely on what's most important to our clients and helping them reach their most important personal and financial goals. I help individuals and families navigate the increasingly complex issues that they face as they plan for retirement, save for college, and protect the financial security of their loved ones.
I have always had a passion for service and helping others. In my first career with the fire department, I worked my way from Firefighter to Deputy Chief of Operations. After years of service to the community I joined Edward Jones in 2018, a company that focuses on individual investors, families, and local business owners.
We will collaborate closely with you, your CPA, attorney, and other professionals, we can determine and implement a comprehensive financial strategy. We will design a long-term diversified investment portfolio that is built specifically for you within a planning process and are always looking for the most cost efficient, high value ways to manage your money.
I also believe that my clients should have the highest expectations of me and my team. That is why I earned the CERTIFIED FINANCIAL PLANNER™ certification and the Accredited Asset Management Specialist™ designation. As a CFP® certificant, I adhere to the principles of Financial Planning in a Fiduciary capacity. But we are not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance.
Printed courtesy of www.maranachamber.com/ – Contact the Marana Chamber of Commerce for more information.
13251 N. Lon Adams Road, Marana, Arizona 85653 – (520) 682-4314 – info@maranachamber.com