I recognize that clients need more than a "broker" these days. They want to know where they stand today and how they're going to accomplish their long-term financial goals of tomorrow.So, it’s important to me to understand your current financial situation and what you’re trying to achieve before I make any investment recommendations to you.Prior to joining Edward Jones, I spent 15 years in various consultative roles helping large and small companies with business process improvement.Today, as a financial advisor, I put my consultative skills to work by taking my clients through an established process. This proven approach will allow me to get to know you and understand your needs and wants. After a few meetings, I’ll have what I need to provide some immediate recommendations as well as a tailored, long-term roadmap we will follow to help you achieve your desired outcomes. I’ll also work with your CPA and estate planning attorney to ensure we’re all working in concert.Ronda Eckstein, my branch office administrator, is a true partner to me and our clients. You’ll never be forgotten or overlooked in our practice because each client has a defined contact plan. Meetings are set at pre-determined intervals throughout the year for investment rebalancing and reviews.Our small practice size helps to ensure that you get the quality time and attention you deserve.On a more personal note, I am married with one young son. We spend our leisure time at the lake and the beach, hunting and fishing. I also enjoy fellowship with friends through men’s bible study and the Highland Lakes A&M Club where I have served on the board for ten years and as president for eight of those years.I strive for excellence on behalf of my clients. If you want more than “just a broker” to help with your retirement planning and investment needs, I’d like to talk to you.