As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you, your CPA and attorney, and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
My Edward Jones career began in Springfield in 2006. I became a limited partner in 2017, and recently invited another financial advisor to join me in my office to better serve clients.
I earned a bachelor's degree in 1990 from Southwest Baptist University in Bolivar, MO. I received the professional designation, AAMS®. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I played basketball for Flippin High School and the Bearcats for Southwest Baptist University in Bolivar, MO. My spouse, John McKenzie, and I have two daughters, one son, two dogs and two cats. I am a member of Turning Point Church on National Ave in Springfield. I enjoy spending time with family, hiking, traveling and reading. I enjoy serving in the community and have been a member of the Junior League since 2011.
My branch office administrators have a combined experience of 14 years and are dedicated to providing you with the highest level of service. Please call Allen or Suzanne with questions concerning your statements or your accounts in general.
I would love the opportunity to learn about what's most important to you and your family, and the goals you are currently working toward. I use an established process to build personalized strategies to help you reach your goals, and partner with you throughout your life to help keep you on track.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Divorce Finances
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- Personal Fitness
- Outdoor Enthusiast
Phone NumberJoanne R McKenzie at (417) 887-5367
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