At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace.
In 2004, I began my Edward Jones career as a financial advisor in Watertown, SD. Today, Edward Jones serves the community from seven convenient locations in Watertown and 106 locations in South Dakota. I became a limited partner with Edward Jones in 2011.
I attended the University of New Mexico and graduated in 2000 with a bachelor's degree in financial management from the Anderson School of Business.
As a native of Watertown, SD, my wife and I decided to move back and raise our family here in 2004. We have two children ages 17 and 13. I am an active member and past president of Watertown Rotary Club and currently serving on the Watertown area United Way Board.
I am a member of the Edward Jones Grassroots Task Force, which is dedicated to making the voice of the individual investor heard on Capitol Hill. Established in 1985, the Grassroots Task Force is the securities industry's only volunteer advocacy organization. The task force is comprised of financial advisors and branch office administrators from all 50 states. Its representatives serve as a constituent resource for elected officials and staff to ensure they are well-informed on legislative and regulatory issues impacting individual investors.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Charitable Giving
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
Office Address806 10th St SW
Watertown, SD 57201 opens in a new window
Phone NumberCory Herzog at (605) 886-0885
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 04:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 04:00PM|
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