I was attracted to Edward Jones due to the opportunity to be in charge of my own business and the business model Edward Jones has developed, which centers on partnering with our clients for the long run - not just for short-term goals, but also larger life moments such as marriage, sending kids off to college and designing retirement.
I have been with Edward Jones for 11 years during which I have helped countless couples navigate through the division of investment assets to an amicable resolution. As a financial advisor, I want my clients to be assured that they have been heard and understood. My ideal client is open minded, teachable and ready to approach their financial situation with goals in mind. I pride myself on authenticity and awareness; I see the world for what it is and address the challenges life presents head on. I have obtained both the AAMS ®and CRPC® professional designations.
My office is in the NW Corner of Cooper and Warner in Gilbert. I am originally from Montana and came to Arizona to enjoy the affordable price of living, swimming pools and palm trees. I have two children, a 15-year-old daughter and a 12-year-old son. I also care for my 78-year-old mother. Outside of my work, I am a musician and I enjoy mountain biking and going on adventures, both local and foreign. I am also a member of the Arizona Tonto Recreational Alliance 4Wheel Drive Conservation Enthusiasts.
My branch office administrator, Dianna Kewley, has been with Edward Jones for over 2 years and has a background of over 15 years in real estate. She is dedicated to making sure our clients' service needs are met and their documentation is in order. Originally from California, Dianna has raised two adult daughters that now live locally. She is a seasoned athlete who enjoys cycling and has completed two half Ironman triathlons. She loves to travel and treasures her weekend getaways to the beach or lake.
Give us a call and see what Edward Jones can do for you.
Phone NumberChuck Mills at (480) 539-4562
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