Edward jones

As a financial advisor, I enjoy developing long-term relationships centered around building wealth, living generously and leaving a legacy. My team and I act as a sounding board for our clients, using an established process to bridge the gap between what can be controlled and what matters most.

My team follows an established process that begins by taking time to fully understand my clients' unique story, purpose and aspirations. Working closely with my clients and their accountants, attorneys and other professionals, I can help determine the most appropriate financial strategies.

When working with individuals and families, my team and I commit to:
• Communicating proactively to keep you informed
• Organizing your personal finances to help create simplicity
• Developing a road map for your financial priorities
• Identifying and mitigating risks to your strategy

We are often introduced to individuals as they approach retirement, change careers, sell a significant asset or receive an inheritance. I am proud to serve a diverse group of clients across multiple states. I particularly enjoy working with clients who have complex financial priorities, actively collaborate with our team and are advocates of our services.

My wife, Carole Ann, and I live in Stone County, MO, with our children, Lydia, Asa and Abigail, and of course our family dog, Woody. I'm active in several local and national charities, supporting them by consulting, making donations and participating in events. I enjoy spending time with our family, and I play golf only if it is for a charitable cause because I am not that good.

With rich life experiences and my experience in the industry, I am well-suited to help my clients with their complex financial needs. People choose their professions for many reasons. My reason for serving as a financial advisor is that I believe by helping my clients connect their wealth to the people and causes they care most about, we will uplift ourselves, our families and our communities.