Our Edward Jones Branch team consists of myself and branch office administrator, Paula Walters. We strive to be the best by treating our clients as we would want to be treated; a simple idea that still makes sense in today's complex world.
Prior to Edward Jones, I graduated from Ell-Saline High School and Kansas Wesleyan University with an MBA in business management and a bachelor's degree in accounting and business administration. I then devoted 13 years to a large vehicle manufacturer, where I progressed from cost accountant to eventually running the company as general manager for my final 3 years. At that time, I made a decision to devote more time to my family, and pursue my passion of financial services.
I made the move to Edward Jones in 2018, and in 2020, opened my new branch office in South Salina. We not only serve the surrounding communities, but also many states across the United States with today's amazing virtual technology. We focus on understanding what's most important to you, then add value by creating strategies personalized to your specific financial goals.
My wife, Crystal, and I have two boys, Colter and Carter. We were all born and raised in the Salina area. In our free time, we enjoy any sport imaginable, but the baseball field is where we spend a good majority of our time playing and coaching.
Paula Walters started with the new office in 2020. She spent the majority of her career in the legal field. While looking for something more client centric, she decided to make the change to Edward Jones. Paula is married to Chuck, and they have three grown children. They also have lived in the Salina area for most of their adult lives.
We look forward to serving you!
My Personal Interests
- Sports Enthusiast
- Coaching Sports
- Home Improvement
- Personal Fitness
Office Address2525 S Ohio St Ste #3
Salina, KS 67401
Phone NumberColby A Bertrand at (785) 376-0247
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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