I've been a member of the Edward Jones family for 13 years, 10 of those as a client.
I chose Edward Jones as my investment firm because they take a personal view. It is all about the relationships and establishing specific strategies to help you reach your financial goals.
I came to a crossroads in my 23-plus years as a director of operations to stay or go. My financial advisor was a confidant that I could discuss the situation with. After speaking to my financial advisor, I realized that a career with Edward Jones could offer me the opportunity to do what I love. I would be able to help others by making a difference in their lives just like my advisor was making a difference in my life.
My ideal clients are those that want to work closely together to achieve their financial goals that range from planning for/living in retirement, to sending a child/children to college, insurance needs, saving on taxes and estate considerations. I have a passion for working with business owners to create 401k plans to attract and retain quality employees.
My wife, Cristy, and I have been married for 25 years. We have two Greyhounds we adopted named TLC and Ava. I am an active member of several business based organizations and the community. I volunteer for Victim Assist of Summit County and Habitat for Humanity, partner with the Alzheimer's Association and serve as a foster house for rescued Greyhounds. Outside of the office, I enjoy golfing and drumming with a local band.
It all starts with a conversation. Call 330-491-2356 and let us show you how we can make a difference.