As your Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you, your CPA, attorney, and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. I also work with small business owners in evaluating their business retirement plans and their transitional strategies.I joined Edward Jones as a financial advisor trainer in 2004, training all experience levels of financial advisors around the country how to be successful in their business. In 2016, I had the opportunity to assume the responsibility of a branch in Eldon, MO. Prior to Edward Jones, I was an insurance agent for five years.I earned a bachelor's degree from Lindenwood University and a master's degree from the University of Phoenix. In addition, I obtained a Series 7, Series 63 and Series 66 securities registrations, as well as being insurance licensed.Giving back to my community is very important to me. I'm very involved in the Eldon Chamber of Commerce and serve on the board as the current president. I am involved with the Lions Club locally and regionally. I support our schools through the Mustang Packs and other opportunities to serve. I love our Church and am an active member of the Ninth Street Church in Eldon.I have been married to my wife, Amy, for over 25 years and we have four children ranging in age from 16-24.My senior branch office administrator, Terrie Coles, has 17 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement or other general account questions. Together, we can help you make informed, financially sound decisions. We look forward to serving you./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Listed skills include Training, Coaching, Instructor Led Training, Training Delivery, and 20 others.