My wife, Claudette, and I live and work right here in our community. The training courses that make up this program cover many aspects of business and succession planning including assessing business readiness and personal financial preparedness, effectively engaging with the client team of CPAs, attorneys and other professionals, integrating strategies into professional, personal and financial goals and preserving family wealth for future generations. I earned the Certified Exit Planning Advisor® (CEPA®) designation from the Exit Planning Institute.
Helping business owners with exit planning is also an important aspect to my business. I am a graduate of Charter Oak State College holding a bachelor's degree in business administration. Prior to joining Edward Jones, I spent over 25 years in the banking industry. Our one-on-one approach helps create a comfortable environment where our clients feel that we fully understand what is most important to them and will act in their best interest.
I believe Edward Jones stands out from other firms because of how truly client centered we are and how deeply we care about and serve our clients. I also work closely with your CPA, attorney and other professionals to determine the most appropriate financial strategy for you and your family.
I am able to do so by understanding the financial goals that are important to you and using an established process to help identify strategies to help you can get there. My career as an Edward Jones financial advisor allows me to achieve my lifelong goal of making an impact on people's lives and our community.
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