I love what I do. I tell people all the time that I'm technically eligible for the Edward Jones retirement transition plan, but I'm nowhere near ready. Although I've seen a lot of individual (and market) situations over the years, I'm still excited and inspired to work with people who have unique (sometimes complex) needs with regard to protecting the money they've saved and the goals that they've worked so hard to achieve.
Renee Keister is my senior branch office administrator. We have been together for well over a decade and she is responsible for keeping both me and our clients organized. She also has a heart of gold and makes all or our clients feel like family. I don't know what I'd do without her.
Together, we have attracted and retained a number of families all over the country as life-long clients. One of our greatest joys has been to see the many good things that are created and that flow through families to charities and/or future generations as the result of their hard work and comprehensive financial and estate strategies.
We still actively add new clients every year. If you'd like to interview with us to see how we might fit together, please give Renee a call and she will happily help schedule either a phone or in-office conversation.
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