My primary focus is to provide thoughtful, relevant advice to business professionals going through career changes, whether voluntary or unexpected. I'll help you implement a strategy for meeting current financial commitments without putting future financial goals at risk.I want to learn about your priorities and will use our established process to implement a strategy to help keep you on track.I strive to provide the following to each client:- Confidentiality- A consistent, established process- A personalized strategy based on your financial goals and comfort with risk- Clear, complete explanations of investments and recommendations- Clear, complete explanations of costs- A regular review of your situation, goals, strategy and investments- A rich, digital client experience when face-to-face interaction is not convenient- Personalized attention and prompt answers to financial questions and concerns- Availability to help your family and friendsI also think it is important you know a little about me. I joined Edward Jones in 2001 after a 21-year career as an IT manager with Verizon. I have enjoyed serving in volunteer leadership roles to help coach other financial advisors with Edward Jones.I earned a B.A. in economics from Indiana University, an MBA from Nova Southeastern University, and a Master of Ministries from Bethel College. I also have earned the CFP® certification and ADPA™ designation.I am a volunteer with the Convention of States Project, working through state legislatures to help improve the federal government.I live in Auburn, IN, with my wife, Lisa, and three children who are adopted from China. We also have three adult children and seven grandchildren.I'm sure you will enjoy getting to know my senior branch office administrator, Linda, who has 10 years of experience and holds the Financial Paraplanner Qualified Professional™ designation. She is dedicated to providing you with highly personalized service.