My maternal grandfather taught me at an early age the importance of planning for the future. He was an entrepreneur who started his own civil engineering firm in Texas. When I was in my teens, he talked to me about legacy planning and my future. He was fully aware that most family-owned businesses went under by the third generation and it was his goal to ensure its success. To his credit, he ended up giving the company to its employees--much like the structure of Edward Jones.After having lived through the Great Depression, my paternal grandfather educated himself on the benefits of investing in the stock market, and it paid off. He served in the Air Force until the age of 42. He then retired and he and my grandmother settled in their dream home in Santa Barbara, CA. I owe a debt of gratitude to my grandparents for instilling in me the importance of investing. And even though my career led me down a different path, I know I am where I was destined to be.A little about me...I moved from Texas to Arizona in 2004. On weekends, I enjoy spending time with my family, volunteer work, coaching soccer, gardening and playing golf.As an Edward Jones financial advisor, I create tailored solutions to solve various needs, including:- Individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or interested in estate considerations- High net worth clients who are looking for tax-sensitive solutions- Small business owners who want to invest through their company or develop a strategy for their personal portfolioI am reaping the benefits of being a third generation investor and I want to help you achieve success as well. I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. It all begins with a conversation. Call me or my Branch Office Administrator, Reta Miller, to schedule an appointment today!