Introducing...Edward Jones Investments
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Photo by Dante Fontana
Describe your business. Did you find it, or did it find you?
As a financial advisor, I work with my clients to help them achieve their financial goals. Some are preparing for retirement while others are already retired. I also work with young families to help them plan for the high cost of education for their kids. I was introduced to Edward Jones through a family friend, however, my passion for this business found me as I was finishing my degree at the University of Arizona. While in school, I realized that personal financial education was unfortunately not offered to your average Joe. To me, this is a flaw in our education system, which is why my role as an advisor is so important.
How are you involved with both the community and your customer?
I am a part of several community organizations in the Lincoln and Rocklin areas. I currently serve as vice president of the Kiwanis Club of Lincoln, ambassador for the Lincoln Chamber of Commerce, and vice president of the Rocklin Success Connection of BNI.
Why is your staff the best in the business?
At Edward Jones, we focus on one thing and that is our clientele. Our staff helps our clients identify their financial needs and provides innovative solutions to them, along with superior service.
What life accomplishments are you most proud of?
My family is by far my greatest accomplishment. I have an amazing wife, Jennifer, and beautiful daughter, Madison (15 months), who are my world.
Who is your role model in business or in life, and why?
Hands down, my dad. As a successful business owner, he created a reputation for himself and his company, based on integrity, values and service. His priorities in life are his faith, his family, and then his friends. Work comes after that.
Where do you go when the going gets tough?
My faith. Imagine trying to cross a rushing river with no rock to help you. You simply would be swept away.
What’s your favorite place to eat out locally?
Lucille’s BBQ! They make a mean tri-tip sandwich.
And finally, customer service is…?
Plain and simple: exceeding expectations. Give customers what they expect and more.
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