My first experience with Edward Jones, and what initially drew me to a career here, was the culture and environment that I watched my father enjoy when he became an advisor with Edward Jones. The amount of personalized care and attention that is given to each client I feel is unsurpassed in this industry.
I have worked and lived in many places, from the middle east, to the east and west coast in the Marines Corps, and rural Nebraska as a farmer's son and an electrical engineer. After experiencing so much in my life, I know that I am in the right place, and Edward Jones has given me all the tools and support to make a real difference in the lives of my clients.
As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. One of the most important steps in this is to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to help you reach your long-term goals.
I'm inspired every single day by the people I'm able to serve. My branch office administrator, Nancy Dickey, and I strive each day to provide the most ideal client experience that we can. We are so fortunate to be able to serve the York and surrounding communities, and are eager to help more people.
On a personal note, my wife, Elizabeth, and I reside just outside of York with our four children: Ethan, Bennet, JoAnna and Maiya. We spend a majority of our time enjoying work and play on our acreage. We enjoy participating and volunteering in local community events and organizations. Also, we are foster adoptive parents and passionate about helping raise awareness about foster and adoption care and the needs that are out there.
At Edward Jones, we use an established process to help you build personalized strategies to reach your goals. Let us show you how we can make a difference!
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My Personal Interests
Office Address120 W 17th St
York, NE 68467 opens in a new window
Phone NumberEric Montgomery at (402) 363-0001
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