About Us

For the past 15 years, I have been blessed with an amazing career at Edward Jones. I have had the unique opportunity to have a significant impact in the lives of our clients and their families, sometimes three generations deep. Our office is located in downtown Aiken, South Carolina. However, we serve clients in many states across the country. We can meet with you in the way that you are most comfortable; face to face, over the phone, virtually or over lunch at one of the great restaurants downtown. When we work with you, together we embark through a well-practiced 5 Step process. We gather the information we need to gain a solid picture of your current financial situation. We assist you in establishing and prioritizing your goals. We then analyze the current strategy to determine the level of progress. Finally, we implement an agreed upon strategy and set expectations for monitoring that strategy and partnering with you throughout your lifetime.