I was born in Utah with a passion for playing and participating in many different sports. My beautiful wife, Mindy, and I get great joy watching and supporting our four amazing daughters compete and perform in their various sports and activities. I stay busy with our daughters, church and volunteer activities.
When I was introduced to Edward Jones in 1998, I knew this would be the best fit for us. I love the deep relationships of trust and confidence and ability to touch and change lives. I love helping my clients set goals and seeing the great joy as they accomplish them and knowing I made a difference. I hold the AAMS© designation that provides me with a foundation for making recommendations to my clients.
Our clients are served in a warm and inviting atmosphere by friendly staff that are dedicated to helping them. My branch office administrators, Jeralyn Selbin and Nan Cloud, are awesome. As a team, we take a personal interest in every family we help.
As an Edward Jones financial advisor, it's important to understand the level of risk you're comfortable with when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals and determine if any adjustments need to be made.
We're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. We also welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Give us a call or stop by the branch - we look forward to seeing you.
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Traveling
- Gardening
- Coaching Sports
- Social Responsibility
Office Information
Office Address
13622 N 99th AvenueSun City, AZ 85351 opens in a new window
Phone Number
Bill Freeman at (623) 972-7600Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Tue | By Appointment Only |
Wed | By Appointment Only |
Thu | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Branch Team
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