Working as an Edward Jones financial advisor with the CERTIFIED FINANCIAL PLANNER™ certification, I want to understand what is important to you. My goal is to partner with individuals, families, and small businesses to provide complete wealth strategies throughout their lifetime. We use an established process to build personalized strategies to help you achieve your goals. Whether it is saving for retirement, college savings, insurance, estate considerations, business plans or saving money on taxes; we will also partner with your CPA, attorney, and entire professional network to provide financial strategizing excellence.