When you call your broker, do you ever wish you knew who was going to answer the phone? Do you wish you had someone to help you organize, strategize and make sure you’re asking all the right questions? Are you looking for someone who will partner with you to help make sense of current economic news and market events, and how they might impact your goals?
I enjoy my work, especially working in partnership with Angie, my Senior Branch Office Administrator, who has over 30 years with Edward Jones. I have a deep passion for helping families get organized, properly invested and on course to executing their plans and reaching their goals. Angie and I have had the good fortune to work with hundreds of families, through good times and not-so-good times.
Our clients have come to expect personal service, a long-term relationship, and someone who works with them to understand and protect their wealth and retirement planning goals, so that they can focus on family, friends and strengthening their communities.
OUR PROCESS AND YOUR EXPERIENCE: We begin by getting to know what’s most important to you and your family and what you want your future, or your legacy, to look like. We use an established process to help you identify, execute and monitor your unique financial strategy. If you are interested in finding out what this experience might mean for you, please reach out to schedule a complimentary meeting. We'd be happy to set up a time to meet in-person, by phone or virtually using Zoom.
Call or email to connect. 937.382.7779 | [email protected]
- Charitable Giving
- Estate & Legacy Strategies
- Socially Conscious Investing
- Intergenerational Planning
- LGBT Finances
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberJason A Hillard at (937) 382-7779
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