Edward Jones
As an outdoor and travel enthusiast, I have always been drawn to exploring new places and experiencing different cultures. This passion for adventure is complemented by my role as a father to a wonderful little girl, with plans for more children in the future.
After completing my bachelor's degree in financial planning, I joined Edward Jones in Santaquin, Utah, where I have found a fulfilling career and a supportive work environment. Holding the prestigious CFP® designation has allowed me to provide expert financial advice to my clients.
My decision to become a financial advisor was inspired by the overwhelming amount of information available to individuals seeking financial guidance. I recognized the need for personalized advice tailored to each person's unique needs and goals. My goal is to help individuals navigate through the sea of information and develop a customized strategy that aligns with their specific circumstances.
I am dedicated to assisting clients who may believe they have their finances in order, those who are considering their legacy, and those who may be uncertain about their financial path. By understanding your priorities and utilizing an established process, I strive to create a personalized strategy that will guide you toward your financial objectives.
I am committed to providing an exceptional client experience by partnering with you long-term and helping you stay on track with your financial plan. My ultimate aim is to empower you to shape your future and leave a lasting impact on your family's financial well-being.
If you are ready to take control of your financial future and make meaningful changes for yourself and your loved ones, I am here to help. Let's start the conversation today.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification... (to comply with the Financial Planning Practice Standards)."
