As an Edward Jones financial advisor serving Waupaca since 1997, I believe it's important to invest my time to understand what your goals are before we invest your money. It's also important to understand the level of risk you are comfortable with, so we can balance it with the steps necessary to reach your long-term goals.Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we will work together to develop specific strategies to help you achieve your goals. We will monitor your progress to help make sure you stay on track or should make any adjustments. Throughout it all, we're dedicated to providing you top-notch client service, face to face.I work together with Amy and Traci as your local contact, but we're not alone; thousands of people and advanced technology support our office, so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver comprehensive strategies that leverage everyone's expertise. Call, email or fill in the "contact form" today; we look forward to meeting and developing a tailored program that helps you achieve your financial goals.