Before you can begin working toward your financial goals, you must first define what's most important to you and your family. Does that include funding your children's college education, ensuring you've saved enough for retirement, leaving a legacy for your heirs, or something else? I can help you prioritize your needs and define your goals.
I began my career at Edward Jones in 2018 as a financial advisor in Berlin, and have since become an independent advisor under the name JBD Wealth Management. My spouse, Sonya, and I have one child; we were all born in Berlin, NH, and I have lived in the community my whole life, aside from my time at Clarkson University.
I chose to become a financial advisor out of a desire to help families succeed. Through my earlier work at a local credit union, I saw firsthand what it meant to members when I could help them through both good times and bad — an experience that shaped my desire to build a career centered on making a lasting impact on my clients' lives.
Driven by a customer-centric philosophy and a passion for building life-long client partnerships, I take pride in developing comprehensive financial strategies that are truly tailored to each client's specific goals — an ability that has been repeatedly proven, and one I continue to strengthen by adapting to a constantly evolving financial landscape.
My primary goal is to help individual investors develop an investment strategy tailored to their unique, long-term objectives. Whether you need to save for a child's education, reduce your tax burden, or plan for retirement, I can help. Let me help provide the answers to your questions so you can make informed, financially sound decisions.
Please contact me to discuss your situation and options.