Jim Back

2006 was a big year for me. I moved back to my hometown of Evansville, started my Edward Jones office, bought a house and married my wife, Amy. As I look back on it now, I think you have to be young to thrive during so much change in a single year.

Amy and I now have four kids - Maggie, Joseph, Caroline and Samuel (Chubsy). We live in Vanderburgh County in the St Joseph area. In addition to kids, we raise goats and chickens, and have a garden.

As our clientele has grown over the years, my Edward Jones office has grown to keep up. I now have four branch office administrators (Debbie, Kelbe, Brittany and Linda) who operate the office. I don't have any secretaries or receptionists. When you contact our office, you can be confident that the person that you are speaking with has the knowledge, training and empathy to provide you great service.

I don't recommend the grueling process of obtaining your CFP® designation and having a baby in the same year, but that's just what I did in 2018. Also, somewhere along the line, I became a limited partner at Edward Jones.

Our ideal clients are serious, long-term investors who generally have 500K or more of investable assets. Something that is different about our office is that we limit the number of clients that we work with so that we can provide a higher level of service. We love to work with multiple generations of families.

I'm involved in a number of civic and non-profit organizations, but my favorite is Youth First. There is no greater investment than an investment in our local young people. And I believe, no organization does more for young people than Youth First.

Finally, my favorite thing about being a financial advisor is sitting at a table with my clients and listening to their life story. I love that people trust me enough to help them build a financial strategy. I take their trust very seriously.