When we are open to a conversation and intentional towards achieving a goal, we can move forward with confidence. Investing with purpose is knowing that markets will change, and our emotions may test us. An established goal will help you maintain your focus and navigate through the noise and distractions. My career at Edward Jones and my reputation are built on remaining true to my values of honesty, empathy, hard work, respect for others and always keeping my word. With these values in mind, I partner with you to establish and maintain goals that are tailored to what’s important to you.
How I Partner with My Clients
With each conversation, our focus is to help clients organize, grow and protect their wealth. We discuss strategies to navigate major life events such as career changes, retirement, family events, planning efficient estate transfers or receiving an inheritance. No two cases are the same, and I take pride in partnering with our clients as they navigate the complexities of each scenario. We work together to build a diverse, fundamentals-based portfolio that is properly invested and helps to not let emotions get in the way of our proven process.
I'm proud to offer clients knowledge and experience, which includes AAMS® and CRPS® designations. Melissa Burdick, my branch office administrator, is a warm and welcoming partner happy to lend a hand, share a laugh and support our clients’ administrative needs.
Who I Am
Serving nearly 10 years in the military with two deployments, I wanted to continue my passion to serve. I share so much with my clients — our communities, our schools, supporting local businesses and our passion for being there for our loved ones. My wife, Brittni, owns her own mental health practice. We have four incredible children: Zoe, Neela, Zavontay and Milyn. I enjoy family-focused trips, time with my family, engaging in conversations and watching my children grow and experience life.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Socially Conscious Investing
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Phone NumberClayton G Timmerman at (507) 289-0829
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