My greatest rewards as a financial advisor come in smiles from clients when we have worked together on a strategy and they begin to see the results. Whether it is helping you maintain your current lifestyle, planning for retirement or figuring out how to pay for your children’s education, my goal is to work with you honestly and honorably.I use my experience, my CFP® certification and CEPA® knowledge to help business owners have a successful exit by discussing business readiness, strengthening personal financial strategies and aligning them to your personal goals.My introduction to stocks and investing came as a young child when my father showed me the financial page in the newspaper and explained in simple language the value of lifelong investments. I was hooked and, years later, still find great fulfillment at Edward Jones in helping people understand and achieve their financial goals. Years later when my father passed, I also learned about another role of the financial advisor. I had no idea that, even with a will or trust in hand, how many details had to be attended to in the transfer of assets for my mother’s care. For this and other reasons, I spend personal time with clients to learn about their families and ways I can help see that, after their death, transfer of their estate takes place smoothly and in a timely manner.Edward Jones provides an established process that allows me to get to know what is most important to you. Then I build a personalized strategy to help you achieve your goals. Finally, I partner with you to help you stay on track to reach your goals. All of this is done face to face rather than through a toll-free phone call. How do you determine if I am the right financial advisor for you?Let’s start with a conversation and get to know each other. You tell me the things that are important to you. Then, I will share the ways I can work with you most effectively. If we both see our partnership as a good fit for improving your financial health, we can build a relationship that can help you progress toward a sound financial future.