Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of people in my community. In 2019, I joined Edward Jones because I discovered their core values aligned with mine.
I strive to make sure my clients feel heard and to understand their unique story. I help my clients navigate the investment world in terms they can understand so they know why I suggest a specific strategy, what to expect from it and how much it is going to cost.
My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you to ensure I understand what is most important to you. Together, we work through our established process to help define your goals and partner together to help keep you on track.
My ideal clients are those who want to diligently work toward financial goals that range from preparing for or living in retirement, to sending a child to college, or estate considerations. No two scenarios are the same, and neither are the approaches to developing strategies to achieve those goals.
On a personal note, I previously came from a career in education. I strive to bring the same values of education to my clients to help them make informed decisions. I am married to my wife, Samantha, and we have been together for five years. We are expecting our first child in January of 2022, and have two dogs, Chloe and Bailey.
My branch office administrator, Barbara Myers, is an extension of the service experience that I provide to our clients. Making sure that our clients' needs are taken care of is equally important to her.
We are here to help you achieve your financial goals. I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. It all begins with a conversation, so give us a call or stop by to get started.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- College Savings
- Estate & Legacy Strategies
Phone NumberBrendon R Muller at (717) 540-0997
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