As a husband and proud father of four kids and three dogs, I know firsthand the challenges of managing finances with conflicting goals such as planning for retirement and college education while paying a mortgage and extra-curricular activities with the hope of attempting to go on vacation every once in a while.
As I reflect back over the years on what inspires me the most, it is knowing that my job is not as much about accounts and numbers as it is about helping people achieve their goals and dreams and attain a sense of security about their future and their family's future.
I look forward to partnering with you to achieve your best life. Thank you for taking the time to read a little bit about me. Now, let's get to know each other better. Please call the office and schedule a time for us to meet as soon as possible. (952) 255-8487 or email me firstname.lastname@example.org
My Edward Jones branch office is located in Apple Valley, MN. I am available for in-person, phone or zoom meetings.
Self-employed entrepreneurs and small business owners and professionals who support entrepeneurs such as CPA's, bookkeepers, human resources and payroll providers. Also estate planning attorneys, family law attorneys and other divorce professionals, real estate professionals (commercial and residential)
Anyone who is interested in taking control of their financial future and interested in partnering with an advisor in a personal way for the long-term.