Helping generations of families identify and fulfill their purpose drives our team. As a CFP® professional, I partner with clients to identify their needs, wants and wishes. By taking the time to understand what is most important, I co-create a comprehensive financial strategy that empowers clients to spend more time doing what inspires them.Rebecca Sierra and Cynthia Hamil are exceptional client support team members dedicated to providing a refined personal experience for our clients. Our team values family, engagement, fiscal responsibility, philanthropy, and we eagerly invite like-minded people to partner with us.As a team, we focus on helping successful professionals and business owners who, among other things, desire to achieve the work optional lifestyle. Multigenerational planning is also one of our key competencies. We solve complex financial problems using strong personal relationships as the foundation. With an established process, we empower clients to know they are understood, informed and in control of their financial future. We keep clients informed with regular updates and believe in partnering closely with their tax and legal professionals.Becoming a CFP® professional expands my knowledge base in the following areas: financial management, tax-sensitive investment strategies, retirement savings, insurance planning, education planning and estate considerations. In addition to the certification's education and examination components, I commit to abiding by the CFP Board's Code of Ethics and Standards of Conduct.In 2010, I became a limited partner of Edward Jones. I currently serve by leading and coaching the top branch teams in San Antonio.Please feel free to email me directly at jon.strandlie@edwardjones.com. I look forward to connecting with you.