How many times have you opened a Styrofoam box at a fast food restaurant and thought to yourself, "That's exactly what I wanted. It looks just like the sandwich on the menu board or the one seen in commercials."
If your experience is like mine, it's rare. Most of the time, the order we've placed and the order we've received are far different. Most fall short of our expectations.
Much like the cashier behind the counter, I believe some financial advisors ask the wrong question, "Hi, may I take your order?"
At Edward Jones, I take a different approach. Rather than simply taking orders, I work to find out your expectations prior to helping you decide.
* I want to understand what is important to you.
* I use an established process to build personalized
strategies to help you achieve your goals.
*We will partner together throughout your life to help
keep you on track.
It is through this attention to detail that we are able to create a strategy "made to order" for you and your loved ones. Senior branch office administrator Lauren Kurt and I look forward to the opportunity to become part of the team that helps determine the success of your future goals.
Lauren Kurt has been with the Edward Jones since April of 2016. The moment you meet her, you'll be able to tell that she will do everything in her power to provide you the best service.
I have been with the firm since March of 2009, becoming a limited partner in January 2019. When I'm not helping clients, I enjoy spending time with my wife, Debra, and our five kids - Serena, Sawyer, Griffin, Holden and Hudson...plus our dog, Newman.
For those of you that are parents with kids ranging in ages from 4-15, you understand that I have no hobbies besides following my kids' hobbies. But I do enjoy community involvement. I'm currently the president of the Monticello Area Chamber of Commerce and I serve on the board of the Monticello School Foundation.
Let us know how we can serve you!
Phone NumberChris Brokaw at (319) 465-1100
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