Wealthguard Financial Services

We believe a values-based, comprehensive approach to your wealth is accomplished by addressing these five areas: Income, Taxes, Healthcare, Investments and Estate Planning. We take the time to learn about your individual situation, discussing your specific concerns and goals. To us, creating a strategy and plan customized for you and your family is just the beginning. Our Roanoke area team will continue to actively manage the peaks and valleys that can develop over time so you can enjoy your hard-earned retirement. Well guide you through ways to help maintain and preserve your wealth, and work with you to protect your legacy.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

As a Personal Financial Representative in Roanoke, I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each person’s needs are unique. That’s why when you contact me at my Roanoke office, you’ll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.