I'm originally from Goshen, Indiana where I graduated from Goshen High School. After high school, I attended Bible college and was soon married to my high school sweetheart, Anita. For more than 25 years, Anita and I served local churches, helping them as they ministered to children, teens and young adults.
I am a father of two adult children. One of them is married, giving us three grandchildren. Due to some life changes, I made the career change to become a financial advisor with Edward Jones. I love people and I love helping them. As an Edward Jones client, I knew the value of my financial advisor as he helped us establish and follow our financial goals. Anita and I spent years caring for hundreds of people as they sought to care for children, teens and their families, and I look forward to utilizing what I have learned to help my clients.
I know that money is not the source of our happiness, but it takes money to help us do what we want to do now and in the future. As an Edward Jones financial advisor, I will listen to you and learn what's important to you. Then, I will use an established process to show you how to work toward reaching your financial goals. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
Throughout our relationship, I will stay in touch with you and help keep you on track. My best days will be when I can tell a client they have reached their goal!
Contact me today to discuss your dreams and let's start designing your strategy for making them come true.
(317)535-0296 - Office
Board Member Bargersville Main Street
Board Member Pastors Hope Network
Volunteer Franklin Heritage, Inc.
Phone NumberDavid B Eger at (317) 535-0296
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