I have been a financial advisor with Edward Jones for over 10 years and have served in numerous leaderships roles for the firm. Prior to joining Edward Jones, I played professional baseball for three organizations. At the conclusion of my baseball career, I earned a bachelor's degree in business management from Metropolitan State College. In order to serve my clients in a more meaningful way, I later sought and earned the AAMS® designation from the College for Financial Planning.
I start every conversation with a deep desire to understand what is important to my clients. I then put my established process to work to help define their goals and partner with them to help keep them on track. Once a customized strategy is implemented, I maintain regular contact with my clients, informing them of any developments and making recommendations for their changing needs. I have worked in partnership with Trina, my branch office administrator, for the past four years. Our focus has always been on providing personalized attention to each of our clients.
Today, it is my pleasure to serve a wide variety of clients, from individuals to families to business owners. I help multi-generational families protect and transfer wealth. I work through my client's life-altering events such as healthcare challenges, death of a loved one and divorce. With business owners, I assist with asset accumulation and succession plans. Setting retirement goals and creating distribution strategies helps afford my clients more options to enjoy the retirement they desire.
In my personal time, I enjoy traveling, coaching, golfing and spending time with my wife, Joanna, and our three kids, Hope, EJ and Beck.
I would like an opportunity to review your individual situation and begin to build a relationship that will benefit you and your family for many years to come.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Coaching Sports
- Community Outreach
- Health & Nutrition
- Personal Fitness
Phone NumberBrandon Harper at (303) 439-1021
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