Justin Shaw

Physician Assistants (PA-C) are my primary focus — and I also work with other healthcare professionals. Most of the questions I see come up during role changes and busy seasons at work: • Benefits elections • 401k/403b/457 decisions (Roth vs pre-tax, match strategy) • HSA options • What to do with old workplace accounts • Coordinating student loans, insurance, and cash flow so it all fits together My goal is to make the moving pieces feel simple and organized — so you’re not second-guessing choices or leaving opportunities on the table. I also coordinate with your CPA, estate attorney, and insurance professionals when needed to keep everything aligned. If you’d like, I offer a quick 15-minute job-change walkthrough (in-person, virtual or by phone) to help you get clarity on the next best steps — zero pressure. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.