Why is serving clients at Edward Jones the perfect fit for me? Well, I guess you could say working with numbers runs in the family. My father started his own accounting firm in 1964. He saw fit to have me involved in the preparation of depreciation schedules at an early age. This time spent in numbers sparked a lifelong interest in math and coupled with my passion to help others, led me to my work at Edward Jones. To us, personal relationships are paramount. We ask questions to build a deep understanding of your unique financial needs. We can develop a solutions-based approach tailored to your individual and business goals. And of course, we provide exceptional service along the way.
In my 20 years with Edward Jones, I have been fortunate enough to help many on their journey to retire, educate kids or prepare a family legacy. My primary focus is in wealth building/transfer for families and working with small business owners on the unique challenges of running a business. Our team includes two Senior Branch Office Administrators - Kathy Smith and Debbie Landau. Kathy and Debbie are seasoned professionals who deliver exceptional client service with a smile.
Being involved in the community is important to me. I am a past president for both the local Rotary Club and Christ Our Savior Lutheran Church; and currently serve as president of the local Endowment Association. In my spare time, I enjoy traveling, sports (nearly all kinds from ping pong to golf), and spending time with my family. My wife, Michelle, and I have three children - a daughter and two sons.
My team and I would love to put our experience and knowledge to work for you. 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. Please call for an appointment and let us get to know you better. Connect with me on LinkedIn and Facebook.
My Personal Interests
- Spending Time with Family
Office Address106 S Broadway
Louisburg, KS 66053 opens in a new window
Mailing AddressPo Box 819
Louisburg, KS 66053
Phone NumberCraig D Holtzen at (913) 837-4344
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