Providing clients with the best experience possible is the top priority of my Edward Jones branch team. With over two decades of experience helping clients work toward their financial goals, we have developed an established process that focuses on your personal goals and allows us to partner with you through your lifetime and generations to come.
I began with Edward Jones in early 2009 and became a limited partner in 2015. I currently hold the CFP®, ChFC®, CEPA® and AAMS™ professional certifications. I grew up in St. Louis, MO, and I hold a B.S. in petroleum engineering from Missouri University of Science and Technology.
My wonderful wife, Kaili, and our daughters, Remi and Emerson, have made Humboldt our home since 2009. We love traveling, being outdoors, golfing, hiking and endurance activities like RAGBRAI and triathlons. I am actively involved in the Humboldt Rotary Club and multiple nonprofits that focus on helping disabled individuals.
Our Senior Branch Office Administrator, Lucy McKibban, has been part of our team since 2010. Laurie Nielsen joined as Branch Office Administrator in January 2021. Lucy and Laurie are dedicated to elevating our clients’ experiences daily and serving with utmost respect and integrity.
As a team, we will work closely with your CPA, attorney and other financial professionals to tailor your comprehensive financial strategy and actively monitor your progress, helping you have every opportunity possible to achieve your financial goals.
During the initial interview, I will demonstrate the value of personalized advice in the areas of education considerations, group retirement plans, wealth accumulation, retirement income strategies and generational wealth transfer. This also presents a good time to discuss any costs associated with the investment process.
It is our pleasure to provide you with the best experience. I look forward to meeting you!
Office Address16 North Taft St
Humboldt, IA 50548 opens in a new window
Phone NumberClifton Kalafatich at (515) 332-2434
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