As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors and businesses on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, estate planning attorneys and life insurance specialists and agents to execute needed actions.
During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs.
I received my undergraduate degree in finance from the University of Southern Indiana in Evansville IN. I hold my Life Insurance Agent License, and FINRA 7 and 66 registrations.
Outside of the office, I enjoy spending time with my family. My five daughters and one son make every day an exciting one. I also am a member of the Boy Scouts of America Council. I am an Eagle Scout and always enjoy serving the community. I current server as the president of my Local Chamber of Commerce committee. I enjoy being involved in the community and making sure that the businesses and people in the area thrive.
If I can be of service to you or your business, please let me know.
- Portfolio Reviews
- Retirement Income Strategies
- College Savings
- New Investors
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Board Games
Office Address431 E Fourth Street
Mt Vernon, IN 47620
Phone NumberDrew Heckert at (812) 838-0555
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