We do things a bit differently at Edward Jones - starting with finding out what is most important to our clients and learning about their current situation. Knowing what's most important to them and getting a clear understanding of their comfort for risk, allows us to use an established process that helps our clients identify their long-term financial goals, while staying within the boundaries of their risk tolerance. We work together on making the right choices based on their priorities; understanding that things tend to change over time, we see the importance of constant communication with our clients to assure our strategies and their long-term goals stay aligned.
As a financial advisor with Edward Jones, I focus on building relationships within different communities throughout Urbandale and West Des Moines, IA. Having a strong desire to help others has always been the driving force behind the service I provide. Our clients trust us in helping them navigate through the difficult choices when it comes to those major life decisions that revolve around the accumulation, distribution or transferring of wealth.
We would love to have the opportunity to serve you, so please feel free to reach out to us to schedule an appointment.