As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money.
Working closely with you, your CPA, attorney and other professionals, we can help determine the more appropriate financial strategy for you and your family. We can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
In 1992, I began my Edward Jones career as a financial advisor in Lima, Ohio. I earned a bachelor's degree in finance from the University of Toledo. In 2002, I received the AAMS™ professional designation.
Although I am a native of Cridersville, my spouse, Mindy, and I reside in her hometown of Arlington. We have been married for 28 years and have three children: Drew 27, Trevor, 23, and Spence, 16.
In addition to establishing my Edward Jones office in Lima, I have served as a member of Arlington's village counsel, a trustee at church, a Cub Scout leader and a baseball and soccer coach. I currently serve on the board of Otterbein Cridersville.
My senior branch office administrator, Donna Weber, has been a member of the Edward Jones Grassroots Task Force, which is dedicated to making the voice of the individual investor heard on Capitol Hill. Established in 1985, the Grassroots Task Force is the securities industry's only volunteer advocacy organization.
Donna has 25 years of experience with Edward Jones. She and our branch office administrator, Kathy Reed, are dedicated to providing you with the highest level of service possible. Please don't hesitate to call them with questions concerning your statement, dividends or account in general.
Our goal is to provide personalized service to our clients that help each of them reach their financial goals and needs.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
Office Address2304 Harding Highway
Lima, OH 45804 opens in a new window
Phone NumberDavid M Lotz at (419) 222-6886
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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