I want to know what is most important to my clients. I focus on working together as a team, creating a personalized plan to serve their specific needs and committing to work with them throughout their lives. The common attributes that tie these relationships together are:- Long-term planning and investment- Multiple goal management- Interest in working with a professionalMy office sits in the heart of the Menlo Park/Redwood City communities I serve. Prospective clients, neighbors and friends all shop at the same stores I do, attend the same local sporting events and volunteer for the same organizations. In the neighborhood:- I concentrate on investors who think about long-term planning.- I serve young families who save for education and retirement at the same time.- I advise younger clients who are moving between employment opportunities and want to centralize their retirement savings.- I work with older families who juggle current retirement needs with ideas of providing for the next generations.I prefer to work with clients who take a long-term interest in their own financial management. I encourage all people I serve to broaden their investment knowledge. I share relevant articles, drawings and podcasts. My practice has its roots in the hospitality industry - client care is my top priority. I want to meet you where you are - physically and financially - and learn about you. Only then can I unlock the vast Edward Jones offerings for your benefit./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.