My Profile | Network In Action
  • Basic Information

  • Company
    Edward Jones Investments
  • Phone
  • Mobile phone
  • Email
  • What is your "why"? Why do you do what you do?
    I enjoy helping individuals and families grow wealth and achieve financial freedom, so they can spend more time doing what's important to them with the people they love
  • About me
    I'm originally from New Zealand and moved to the USA in 2009. I previously worked in the international logistics business. I am happily married with twin ten-year-old girls, which consume most of my leisure time.
  • Title
    Financial Advisor
  • Hobbies and interest
    Smoking meat on my grill, reading, golf, health and fitness
  • Website
  • Contact Information

  • City / Town
    The Woodlands
  • Describe your perfect referral
    My ideal client would be 45+ years old, high income earner and thinking seriously about retirement or long term financial goals. They may lead very busy lives so would value the advice of a professional when it comes to investing. They also may have multiple, complex financial goals they need help with.
  • State
  • Zip
  • Country
    United States
  • Special offers to the group
    A complimentary review of your financial situation/goals, followed by some suggestion on ways to reach those goals faster
  • Facebook Business Page URL
  • Education

  • College / University
    University of Otago (New Zealand)
  • Graduation Year
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    Have you thought about retiring early or plan to keep working?
    Do you have a written financial plan in place?
    If you have recently changed jobs, have you reviewed options for your 401k/IRA accounts?
  • Describe How You Would Like To Be Introduced Via Email