One of my favorite quotes, often attributed to Confucius, is "Dig your well before you're thirsty." Whether it's a well, a fountain or a retired income you can outlive, each client is unique and important to me.
At Edward Jones, we have a proprietary process to help you achieve your goals. It is my privilege to personalize that process for you.
I have enjoyed partnering with my clients and their families over the long term. Today, you may need to safeguard your principle; tomorrow, you may need help with your IRA distribution. There are many ways to help determine the most appropriate financial strategy for you and your family.
I have over 20 years of experience as a financial advisor at Edward Jones. I graduated with a Bachelor of Science degree in business administration from Miami University (in Ohio); and earned my master's in business administration from Loyola University in Chicago.
I am looking forward to continuing to assist my clients for another 20-plus years to come.
One size does not fit all when it comes to the needs of my clients. Always remember: "Dig your well before you're thirsty."
- Retirement Income Strategies
- Portfolio Reviews
- Divorce Finances
- Special Needs Financial Considerations
My Personal Interests
- Mountain Biking
Phone NumberDan Holohan at (847) 998-6511
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