SIMPLIFY. Life is complex enough – my passion is helping people to simplify their financial lives.
In 1994, I graduated from Miami University and taught elementary school for six years. I found that there is great value in being able to explain things to another human being in plain English. An Edward Jones financial advisor began helping me during my first year as a teacher and did so by asking what was important to me. He provided specific and tailored recommendations for me, and he partnered with me regularly to stay on track. He explained things to me in a way that I could fully understand and then convinced me that I should come to Edward Jones and help others reach their own goals. The rest they say is history...
I am fascinated every day about the changing nature of our world and our work. Our clients come to us with different life experiences and from all walks of life. The common thread that we all share is that we all have things that are important to us as it relates to our money. It may be wanting a secure income in retirement to travel, funding a new business/endeavor/adventure, or helping our kids broaden their education. Perhaps there are causes or organizations that we are involved in for which we wish make a further difference. Where life and money intersect – that is where a financial advisor's work comes in, and that is where simplifying can make all the difference.
Outside of our business, I also serve as a youth hockey coach. Helping create positive and lasting experiences for players and their families through youth sports has been a passion of mine for many years. My three teenagers and I live in Dublin, Ohio.
My partner, Kathy Good (our sr. branch office administrator), and I stand ready along with thousands of dedicated professionals at Edward Jones to assist you. Kathy has decades of experience in serving clients in several different industries and together, we make sure that our clients' needs are taken care of with respect and care.
My Personal Interests
- Spending Time with Family
- Coaching Sports
Office Address300 B West Main Street
Greenville, OH 45331
Phone NumberDave Connelly at (937) 548-6253
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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