"Tell me what is most important to you", is my favorite question to ask.
This question sets the groundwork and the priorities for our working relationship. Too often people lose sight of the human element when discussing financial goals. Our team at Edward Jones is committed to focusing on what is most important to our client families. We will then continually deliver on that commitment by using our established process.
I was taught the value of human connection both at home and my time spent on the Purdue men's swim team. My time in athletics has not only taught me the value of the human connection but also instilled values of perspective, commitment and determination.
My wife, Lynsey, and I have been in Lexington since 2011. Both of us feel privileged to have the opportunity to raise our three children (Blair, Rhodes and Ellisyn) in the Bluegrass State. Prior to joining Edward Jones I worked in commercial sales. I am passionate about serving my community in a variety of ways, such as coaching little league and volunteering my time at church, Bluegrass Senior Assist and Licking Valley Adventures.
We have noticed that lots of people are told they need to speak to a financial advisor, but don't really know what that looks like. I'd love to show you how working with a financial advisor who has an established process can help you accomplish what is most important to you. We want to stay with you every step of the way to help make sure you stay on track and help make sure your family is taken care of in case of the unexpected is to happen.
I am a big fan of coffee! Let me know when we can grab a cup and talk about what is most important to you.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Special Needs Financial Considerations
- Portfolio Reviews
My Personal Interests
- Wine Collecting/Enthusiast
- Health & Nutrition
Phone NumberBen Roscoe at (859) 224-0637
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