Looking back over the past 19-plus years with Edward Jones, helping clients create an investment strategy to reach their goals for and through retirement is what I love the most. Why? Because I've seen the importance of long-term saving and investing myself.
I started saving when I was 13 by mowing lawns in my neighborhood of Lake Stevens, WA. I saved enough that I provided a small short-term loan to a family member on one occasion. They did pay me back! I invested in my first mutual fund at 18 with money from a summer job in college. I still own that mutual fund. After college, I served in the Air Force at Malmstrom AFB in Great Falls, MT. In 1986, I bought my first stock. I made some money and eventually sold the stock. I wish I had kept those original shares! After serving four years in the Air Force, I began a career with GTE, which later became Verizon. I immediately began contributing to the 401(k) plan and continued for the 12 years while I was employed. So, you can see, I've always had a keen interest in long-term investing. It all made perfect sense in 2002 when I found Edward Jones through a friend. I applied, thankfully I was hired, and the rest, as they say, "is history". Investing and making good financial decisions are my passion and I love to help others do the same. Also, I've really enjoyed being a part of my clients' lives over the years.
My wife, Katie, and I have two boys, Cole and Cade. We attend a local church in Peoria and help with children's ministry on the weekends. I've also been an active member of Arrowhead Kiwanis Club for many years. Kiwanis is an organization dedicated to helping children in our community and around the world. I think it's important to give back with one's time and resources.
My Branch Office Administrators, Peggy Norris and Casey Hosek, are dedicated to providing you with the highest level of service.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
My Personal Interests
- Health & Nutrition
Phone NumberCharles C Kessler III at (623) 487-1303
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