My position as a financial advisor allows me to make a difference in the lives of those I serve and create generational wealth strategies for those bold enough to dream big. I offer personalized strategies designed to achieve my clients’ unique financial goals. Throughout the process, I always work with my clients’ values and priorities in mind, and keep the focus on my clients and their loved ones.
I am proud to serve a wide range of clients, from individual investors to multigenerational families. Many of my clients are retirees and those approaching retirement who seek to actively enjoy the fruits of their labors, traveling and spending leisure time with their families and close friends. I also serve many business owners and entrepreneurs with unique planning conditions. No matter their circumstances, my clients all appreciate the level of care that I provide. I also regularly collaborate with my clients’ CPAs and attorneys to ensure a comprehensive service.
A native of St. Louis County, I graduated with a bachelor’s degree in business administration, accounting and finance from Southeast Missouri State University, Cape Girardeau. I have spent my entire career in the finance industry, joining Edward Jones in 2000. To better serve my clients, I earned the Accredited Asset Management Specialist™ professional designation and maintain a General Securities, Series 7, Series 63, Life Insurance and Health Insurance License.
Within the community, I am an active member of area chambers of commerce (and a past president of the New Melle Chamber of Commerce) and a supporter of annual Alzheimer’s Association events. In my free time, I enjoy fishing, being outdoors, traveling and spending time with my wife, Kristine, and our two children.
To learn more about how my team and I can help you with your financial goals, contact my office today.
(636) 332-1116
[email protected]
Focus areas
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Business Retirement Plans
Focus Areas
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
- Fishing
- Football
- Hockey
- Outdoor Enthusiast
- Reading
Personal Interests
- Fishing
- Football
- Hockey
- Outdoor Enthusiast
- Reading
Office Information
Phone Number
Don K Kohlman at (636) 332-1116Branch Team
- Julie Matthews
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
Branch Team
- Julie Matthews
- Branch Office Administrator
Branch Team
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