My Professional Approach
As a financial advisor with more than 35-years of experience serving clients as their trusted financial advisor, one thing is essential to my approach – I put my clients’ interests first above all else. This commitment to my clients is why I helped open a Salem, Ill., office for Benjamin F. Edwards & Co., a St. Louis-based financial services firm.
This financial services company and my fellow professionals share my commitment to clients. It’s a place where I am also empowered to do what is right for clients, rather than work to meet an arbitrary sales quotas or directives from the firm. At Benjamin F. Edwards & Co., I am encouraged to sit down with my clients. I listen to them as they outline their investment needs and hopes. We then work together to carefully construct an approach designed to meet our clients’ needs, over time, we make changes as circumstances or economic conditions require. That’s how I – and this company – define client-first service.
So, whether you are just getting started with your wealth accumulation decision-making, or want to make sure your current approach is performing as intended – I can help. Once we get acquainted and I gain a thorough understanding of your circumstances, I am happy to prepare an approach designed to meet your needs — whether its preparing for retirement, saving for college, transitioning wealth, or other financial circumstances. With me, you can rest assured, no two clients are ever alike – and we will prepare an approach designed specifically to meet the financial needs that are uniquely your own.
Give us a call at our Salem, Ill., office and see for yourself what client-first service at Benjamin F. Edwards & Co. is all about. I look forward to working with you.
When I am not working, I enjoy spending time with friends and family. I have four children and five grandchildren. I also enjoy traveling and staying fit and active.