I believe that a financial advisor is more than a provider of investment products. I strive to be a guide who walks with my clients through each phase of their life, and their changing financial needs.
By working with strong mentors and capable advisors, I developed my investment perspective, based on the values of saving and investing for the future. These are the principles I honor every day in working with my clients. It’s why I became a financial advisor, and why I love being a financial advisor. I see my job as helping my clients to cut through the fog and successfully map and protect their own financial futures.
As your financial advisor, I provide a full complement of services to individuals, companies and organizations.
• Personalized Financial Assessment and Portfolio Development
• Portfolio Reviews
• Tax-Advantaged Investment and Accounts for Individuals and Business Owners
• Business Owner Retirement Plans and 401(k) benefits plans
I hold a Series 7 and Series 66 license. I also hold the AAMS® professional designation from the College for Financial Planning.
I have been an Edward Jones financial advisor for nearly 15 years, serving clients throughout the region and the country from my office in Raytown, MO. I enjoy helping others to learn about investing, and regularly speak to civic, community and business groups on these topics. I am also active in the Truman Heartland Community Foundation, and I am a past president of the Raytown Rotary Club.
Personally, I am an avid chef with an awarded history and love cooking for family, friends and clients. I enjoy spending time with my family, and attending my son’s soccer games and robotics competitions.
My associate for the past decade is senior branch office administrator, Julie Forbes. When she’s not serving clients, Julie can be found engaging in her lifelong passion for horses.
- Business Retirement Plans
- Insurance & Annuities
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Culinary Arts
Office Address10801 E 350 Hwy
Raytown, MO 64138 opens in a new window
Phone NumberGeorge N Koepp at (816) 353-3646
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
|Sat||By Appointment Only|
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