At Edward Jones, we work as a team to make sure we are focused on what matters the most to you. We work closely with you, your CPA, attorney and other professionals to determine the most appropriate financial strategy for you and your family. We focus on retirement, income and education savings.
I joined Edward Jones as a financial advisor in 2001, opening the firm's second branch office in Clarkston, MI. I was invited to become a limited partner with Edward Jones in 2011.
I earned a bachelor's degree in finance from MSU in East Lansing, MI. In addition, I received the CFP® and AAMS® professional designations in 2011 and 2005. The Certified Financial Planner Board of Standards, Inc. awards the CFP® certification, while the College for Financial Planning awards the AAMS® designation. Both certifications involve intensive study, examination and commitment to codes of ethics, professional responsibility standards and continuing education.
My wife, Michelle, and I have three children, Sophia, Elise and Alex. We live in Clarkston and enjoy attending Clarkston Schools sporting events.
My Senior Branch Office Administrator, Kara Hinze, brings over 30 years of professional sales and service experience to our business. Kara was raised in Clarkston where she currently lives with her husband, John, and two children. We also have Lisa Hanigan helping us as a part-time branch office administrator.
Kara and Lisa will often be your first point of contact and can help you with most transactions. We make getting to know our clients and what's important to them a priority. In addition to our regular business hours, I am available evenings and Saturdays by appointment. We meet when it's convenient for our clients, because we recognize the importance of being available when they are.
So, give us a call and let us help you get on track with what matters most to you.
Phone NumberJim Wilhelm at (248) 625-1232
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
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