Our vision is to provide the best client experience so every client can work toward a financial strategy to achieve their goals.
In 2009, I began my career as an Edward Jones financial advisor in St. Louis, where I plan to continue serving my clients for the next four decades. I earned the CFP® certification in 2018, as well as the AAMS® professional designation in 2013 from the College for Financial Planning. I have served the firm as a mentor and field trainer to several advisors over my career. Originally from Camdenton, MO (Lake of the Ozarks), I have lived in St. Louis since 2004. My wife, Katie, and I have been happily married for 7 years and have a 1-year-old son, Bobby!
My senior branch office administrator, Kim Seagraves, has over 10 years of experience and is dedicated to providing you with the highest level of service. Kim also supports, trains and mentors other branch office administrators in the region. Please don't hesitate to call her with questions concerning your statement, dividends or any general account information. Kim has two children, Doug and Karli, and a 3-year-old granddaughter, Ember!
Kim and I believe it's important to invest our time to understand what you're working toward before you invest your money. Whether you're planning for retirement, saving for college or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals and monitor your progress to help make sure you stay on track.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Active Lifestyle
- Social Responsibility
Phone NumberDeven A Holzer at (314) 991-0269
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
- Web Conferencing
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