When I became a financial advisor with Edward Jones, it felt like I finally found the perfect fit. I've always been a little bit of a nerd and enjoy the numbers and analysis that comes with investing and planning. I have been here almost 12 years and don't plan on ever leaving. This is reassuring to clients, especially those that have bounced around.
I enjoy building relationships with my clients and helping them achieve life's biggest milestones. Many of my clients I've known for more than a decade and have become friends. The value I offer is that I listen and really care about my clients. Some clients come in just to talk. I like it when they trust me enough to ask me about the decisions beyond just their investment strategy.
Through these conversations, I help clients define and achieve their goals, financial and otherwise. Many have never defined where they want to be down the road. I encourage them to dream a little. You can't reach a goal that is not specific.
I've had the privilege of having Denise on my team for more than 6 years now. She works to make our office environment special and memorable, like giving hugs and baking cookies. She is a longtime resident in the East Valley and has a terrific husband and son in college at the U of A. I am fortunate to have her - I've told her she can never retire!
My wife and I have three children who have grown into wonderful adults. And now, we have two grandchildren, ages 1 and 3. We have been supremely blessed and therefore support many charitable organizations and causes. We spend many hours working with our church, primarily in the area of marriage ministry, where we are part of a leadership team helping to reinforce good marriages and to restore struggling ones.
My wife would tell you that I'm somewhat of a sports addict. We are Arizona Diamondbacks season ticket holders and I enjoy inviting clients to games. I am a mediocre golfer, but I'm determined to get better and look for opportunities to try.
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Business Retirement Plans
- Socially Conscious Investing
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Community Outreach
Phone NumberGreg LaMonica at (480) 775-0122
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