As a lifetime coastal resident, It is my honest desire to serve our community as a Financial Advisor and partner with individual investors and small business owners to identify and exceed financial goals. A large portion of my time is spent on optimizing investment strategies with an emphasis on tax free investing.I am based in Ocean Springs, Married 22 years, and have 2 children in our outstanding Ocean Springs School System.Here are some specific products/services I offer:Tax Free Investing Strategies401K Options for Small BusinessVariable Annuity PlanningLife Insurance retirement PlansAsset Allocation StrategiesAsset Protection StrategiesEstate ConsiderationsFinancial AnalysisFinancial AssessmentFinancial StrategiesPortfolio ReviewPortfolio StrategiesRisk AssessmentStrategic PlanningWealth Strategies/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Listed skills include Strategic Planning, Customer Service, Strategic Partnerships, Process Improvement, and 4 others.