My clients can expect a consultative approach to their financial needs. They can also expect personal attention and prompt answers to financial questions and concerns.
As your Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.
In 2005, I began my Edward Jones career as a financial advisor in Erie. I became a limited partnership with Edward Jones in 2011. I have served the firm in many roles on our regional leadership team.
I served in the U.S. Navy for 10 years. I earned a bachelor's degree in chemical engineering from Purdue University. In addition, I received the AAMS™ designation and CFP® certification in 2008 and 2011.
My wife, Jennifer, and I have two children, Noah and Amelia. Originally from Indianapolis, we have lived in Fairview since 2005. I am an active member of the community, involved with the March of Dimes, UPMC/Hamot Corporators and Fairview School Foundation, and I serve on the Fairview School Board.
My senior branch office administrator, Lorie, and registered branch associate, Kathy, have 50-plus years of combined industry experience, and they are dedicated to providing you with the highest level of service possible.
We provide the investment services and tools our clients need to help complete a road map for their financial future. We appreciate the opportunity to work for our clients and use the money they earned as a tool to meet their lifelong goals.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Socially Conscious Investing
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Sports Enthusiast
- Volunteering
- Reading
Office Information
Office Address
1760 West 8th StreetErie, PA 16505 opens in a new window
Phone Number
Jim Lyons at (814) 459-8657- Kathy Heverley
- Registered Branch Associate
- Lorie Adams
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
- Kathy Heverley
- Registered Branch Associate
- Lorie Adams
- Sr. Branch Office Administrator
Branch Team
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