As an 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 and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
Prior to coming to Manhattan in 2012, I had been in Iola, KS for 20 years. I became a limited partner with Edward Jones in 1995.
I attended Emporia State University and earned a BSB in business management and marketing. I earned the AAMS™ designation from the College for Financial Planning. The AAMS™ designation is awarded to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Janelle, and I have three children: Hallie, Hayden and Elise; and two granddaughters, Gwendolyn and Vivian. We have been married since 1989. I went to school in McPherson, KS, while Janelle grew up in Wamego, KS. I am an active member of the community, having served on multiple civic and business groups and committees over the years: Rotary, chamber of commerce, historical society, Lions, Optimists, community Foundation, Alzheimer's committee, Homecare and Hospice, Senior Center, Guardians and College Endowment Board are a few examples, along with being active in my church.
My branch office administrators, Janelle Wolf, Missy Cox and Cindy Donohoue, are dedicated to providing you with the highest level of service possible. Please don't hesitate to call with questions concerning your statement, or any areas we can be of service.
We strive to provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
- Charitable Giving
- Estate & Legacy Strategies
- Insurance & Annuities
- New Investors
- Retirement Savings Strategies
- Wealth Strategies
Phone NumberBill Wolf at (785) 537-3700
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