With more than 40 years of experience, my primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child's college education, reduce taxes or plan for retirement, I can help.
I have served the Joplin community for since 1979, and I have the honor of working with multiple generations. My team and I help not only second-generation clients, but third generation clients as well. We strive to provide comprehensive strategies tailored to individual needs.
I earned my bachelor's degree in business administration from Missouri Southern State University.
In 2020, 2021 and 2022, I was named to Barron's "America's Top 1,200 Financial Advisors."* I was named among the 2022 Forbes Best-in-State Wealth Advisors ranking.** I also have qualified for Edward Jones' Managing Partner's Conference from 1990 to 2009 and 2011 to 2019 for a total of 27 times, which is an honor reserved for the firm's top 400 financial advisors.
My wife, Christy, and I are Joplin natives, and we have two sons, Michael and Spencer. We both are active in the community. Christy served on the Joplin Family Y board, and I serve on the board for the Joplin School District Foundation. I also spent 20 years on the Missouri Southern Foundation board.
As a client, you benefit from my experience and also from my team. My branch office administrators have more than 17 years' experience with Edward Jones and are dedicated to providing you with the highest level of service.
*Barron's Top 1200 Financial Advisors in 2020, awarded February or March each year, data as of September of prior year. Compensation provided for using, not obtaining the rating.
Barron's Top 1,200 criteria based on assets under management, revenue produced for the firm, regulatory record, quality of practice, philanthropic work and more. The rating is not indicative of the financial advisor's future performance. Barron's is a registered trademark of Dow Jones & Company, LP.
**2022 Forbes Best-in-State Wealth Advisors for Missouri, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.
Office Address2205 Connecticut Ave
Joplin, MO 64804 opens in a new window
Phone NumberDon Swanson at (417) 781-2711
|Mon||Closed for Holiday|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
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