Editor, BBC History Magazine at Immediate Media Co. @ Bristol, England
Financial Advisor serving individual investors | Wealth Strategies| Financial Analysis| Risk Assessment |
Atlanta Metropolitan Area
The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong team of home-office professionals. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies.
I received my undergraduate degree from Washington University in St. Louis. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations, as well as achieving my CFP® designation.
As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.