FAQs
- What education and/or training do you have that relates to your work?
Edward Jones has some of the best training in the industry I am constantly going to training every few months to stay on top of things that are happening in my business.
- How did you get started doing this type of work?
I had 2 advisors I never heard from, they never gave me a plan. I knew I wanted to save and I wanted to be comforatble in retirement, but neither one ever took the time to give me the roadmap to my goals. I talked to all my friends and they said the same thing..... they never heard from their advisors.
- What types of customers have you worked with?
Helping pre-retirees and retirees create a steady stream of income for their retirement years. Helping parents put kids through college. Helping people plan life changes with life insurance and long term care. Transferrring wealth on to their kids and grandkids. Truly serving my clients with knowledge so they can make good decisions and enjoy life