I am a financial advisor primarily for a select group of successful community members and business owners who, among other things, aspire for a work-optional lifestyle.
I got into this business to help individuals and families in the community that I live achieve goals and dreams that they thought may not be attainable. Through Edward Jones and our refined process, we can put all of the pieces of a client's puzzle together to make sure we achieve those goals and dreams. By understanding what is most important to our clients, our team is able to put a customized strategy in place to help achieve set goals. We also partner with them over the course of their life to make sure we stay on track.
I grew up in a small town north of Germantown and moved my family into town in 2017. My wife, Lauren, and I are passionate about our family and our community. We have two children who are active within community activities. When I'm not working, I'm active in Lion's Club, Rotary, golfing, traveling, and of course, making memories with my family.
Kelly Richter, our administrator, has been a part of our branch team for more than 10 years and has done a wonderful job supporting Germantown and building relationship with all of our clients.
If you have questions or would like some assistance with planning for your retirement or living through your retirement, please feel free to contact us here at the office. We'd be happy to partner with you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberChris Slattery at (937) 855-0116
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