As an Edward Jones financial advisor, my team and I believe firmly in providing a holistic wealth management approach when serving our clients. This is why it is most important for our team to spend time in understanding what matters most to our clients while planning their wealth management strategy and what risk, investments and cost they are willing to accept . We take that information and develop a personal financial playbook with our clients, centered around comprehensive strategies to obtain those financial needs and goals.
My branch office administrator Susan, along with myself, strive every day to provide a type of service that is truly individualized for each client. It is important for us to make sure all our clients feel understood about their goals, informed about their investments, performance and cost, and secure in our partnership with them.
On a more personal note, my wife and our two children reside in Bargersville, IN. We love spending time outside and traveling as much as our schedules allow. Like I do in my job, my family also takes great pride in helping others, often getting involved in our community, helping with services projects and donating our time or resources when we can.
Just like it is important for my wife and I to instill in our children the value of enjoying life and helping others, my branch team and I take those same passions into our business model when serving each one of our clients.
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Divorce Finances
Office Address1912 Longest Drive
Franklin, IN 46131 opens in a new window
Phone NumberChase Schletzer at (317) 736-4070
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
- Web Conferencing
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