Describe How You Would Like To Be Introduced Via Email
Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals.
Contact me today to help develop an investment strategy that makes sense for you.
What is your "why"? Why do you do what you do?
I love helping others succeed
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
When's the last time you sat down with your financial advisor? Are you getting great advice? or do you need to talk to my friend Justin?
If they say I've never sat down - that's a great referral, if they say it's been a few years - that's a great referral. If they say they're happy where they're at and they're getting great advice - that's completely fine.
About me
I grew up in Charlotte and moved to the Triangle in 1999 to go to NC State, and haven't looked back. When not helping clients, or running tech for our church, my wife and I and our family of 3 kids enjoys going to the lake, fishing, golf, playing music, watching 'Canes games, Jeep excursions, and attending some of the different community events in the Apex and Triangle Research Park area.
I'm a proud member of the Apex Sunshine Rotary Club and enjoy volunteering at events like Peak City Pig Fest and Triangle Oktoberfest so that we can give tens of thousands of dollars away to deserving local and regional charities.