A little about me and our practice:
I have been with Edward Jones since 1995. I hold the AAMS® designation and a CFP® certification. I have been married to my wonderful wife, Jeanette, for 22 years. I really enjoy what I do because my clients are all people I like and connect with. As corny as it sounds, many have become lifelong friends.
I consider myself to be in the early second half of my career, and as such, I am extremely selective as to which new clients I take on. If I don't believe I will be a good fit, I help them connect with someone more suitable. I am primarily concerned with our personalities being compatible. I think this is really important to the relationship, and doesn't work well otherwise. I focus on a comprehensive holistic financial strategy that looks at everything from investment management, to providing for heirs, charitable intentions, real estate, risk management and succession planning, and call upon outside experts in law, taxes and other areas I am not qualified to advise in, when needed.
My clients have been typically older, and highly affluent, and most have been with me for many years. Of course now, many of my clients are the children and grandchildren of the clients I started with in my late 20s and early 30s!
I follow the CFP® Board of Standards in all aspects of my practice. I have a staff of three amazing branch office administrators, Erica, Ashton and Jeanette, that make all of this work. Please let us know if you'd like more information by calling or emailing.
My Personal Interests
- Outdoor Enthusiast
Phone NumberJimmy Stewart at (217) 328-1719
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