I believe financial investing is very personal. Everyone has individual ideas of what they hope to achieve in the future and in their lives. My job is to understand what is important to you, where your comfort zone lies to achieve your goals, and how I can help your overall financial picture. Then we will work together over time to help you stay on track. Edward Jones is a nearly hundred-year-old company with an established process to help clients achieve their financial goals. My Redding, CA office serves clients across the state and country. The first point of contact for our clients is my Branch Office Administrator, Stephanie Walker, who has 21 years in the financial industry. With a Series 7 registration, she has the experience and knowledge to competently assist, and a warm and friendly personality that our clients love.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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We’re a boutique firm providing white-glove holistic retirement services without the hefty price tag. But “small” doesn’t mean a lack of resources or experience. Our team has combined experience of over 60 years in retirement planning which means we have seen and navigated through ALL economic uncertainties with ease. In a world of uncertainty especially with finances, we would love the chance to earn your trust.
