My vision is to devise plans for my clients that are specific, measurable, attainable, and realistic, given an appropriate time frame. Each plan will take into consideration unique characteristics including but not limited to a client’s age, wealth, and risk tolerance. What brought me to Edward Jones was the company’s reputation for being the first-choice firm for the serious long-term investor. I want to partner with clients who are goal oriented and have a vision that they need help with putting into action. Edward Jones has all the resources necessary to serve each of our clients with individualized advice. No minimum asset requirement.