My team and I are here to understand what is important in our client's lives and work together to help pursue their dreams. We start by helping you analyze where you are then we create a personalized long-term investment strategy to help you reach your goals. The strategy is only the beginning of our relationship and we will be with you throughout your journey - keeping in touch and adjusting the strategy as needed.
Since starting my career as a financial advisor with Edward Jones in 2007, we have experienced a lot of market volatility. I have had the pleasure of building a team that is not only there for our clients through market adversity, but also there through times of personal struggle and perseverance. Jim Hedrick has been providing outstanding service to our clients since nearly the beginning in 2008 and provides oversight to all office operations. Tricia Johnson joined our team in early 2019. Tricia's industry experience and multiple licenses allow her to provide assistance in all areas while keeping us focused on continuously improving our processes to best meet clients' needs.
We all enjoy coming to work each day, especially because we know that at the center of our team is our client, their loved ones and what is most important in their lives. We welcome you to call or come into our office to see if our team can be of service to you as you strive to make your dreams a reality.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- College Savings
- Charitable Giving
Phone NumberDavid L Gill at (812) 663-5340
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