My career at Edward Jones is fulfilling a goal of mine since I was a junior in high school. I attended Frankfort Senior High School and then went on to Ball State University to further my education. While I was there, I majored in business administration and earned minors in financial planning and entrepreneurial management.
I enjoy helping individuals plan for retirement and also showing them the possibilities of living in retirement. I focus on creating personalized strategies to help clients meet their goals.
Since graduating college, I have moved back to Frankfort with my wife, and we are finding ways to give back to the community as business owners. I am a part of a young professionals group, a small business organization, the Clinton County Chamber of Commerce.
The main thing that drew me into this industry was seeing first hand how I could impact people's lives. Luckily for me, I got to grow up watching my father be a financial advisor for Edward Jones. Watching him interact with his clients and hearing them tell stories about how he helped them is what drives me to be successful in this business.
- Retirement Income Strategies
- College Savings
- Portfolio Reviews
- Retirement Savings Strategies
- Intergenerational Planning
- Wealth Strategies
My Personal Interests
- Outdoor Enthusiast
Office Address1309 S Jackson St
Frankfort, IN 46041 opens in a new window
Phone NumberChase Isgrigg at (765) 659-3888
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