Financial Consultant
CurrentJust as life circumstances sometimes change, so too must your investment strategies. I believe my experience and perspective – gained through good markets and bad – will be of value to you as we work together to help you successfully achieve your financial goals. My process starts with our initial meeting where we will engage in a detailed discussion of your goals and objectives to gain an understanding of where you stand financially, and where you want to be in the future. From there, we will work together to craft a plan designed specifically to help you achieve your financial goals. I will also check in from time-to-time to see how you are doing and make any adjustments necessary. My financial services career began in 2003 with the Morristown office of A.G Edwards, after a 20-year corporate career in finance and operations with such well-known multinational brands as Sony, Lucent, Rolodex and Motorola. Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2013 and facilitated the opening of our Morristown office. Credentials• Accredited Asset Management Specialist®, September 2003What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALIST, or AAMS®, certification from the College for Financial Planning means that a financial consultant has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.
