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. We have an established process in place that allows us to work together with you and your family to develop a strategy that fits your unique situation. By understanding your personal goals, I can help determine the most appropriate financial strategy for you and your family.
I joined Edward Jones in November of 2017 and live in Columbia with my wife of 15 years and daughter and son who are 11 and 8. I was born in Columbia/Adair County and have extended family both here and in surrounding counties. It's truly an honor not only to be able to work with the families in the community but also gain an understanding of what's most important to them.
In my free time, I enjoy just about anything outdoors; however, in recent years hiking, camping, boating and other activities that involve spending time with my family have been my focus.
I hold a Bachelor of Science in finance from Western Kentucky University and obtained a Master of Business Administration from The Ohio University.
At Edward Jones, we are focused on you. The firm has thousands of people and advanced technology to help you reach your long-term goals. I am committed to partnering together with serious long-term investors; call me at the number above and we will start working toward your financial goals and dreams today.
Retirement income strategies
Retirement savings strategies
Business retirement plans
Life/long-term care insurance
Office Address326 Public Square Suite 102
Columbia, KY 42728
Mailing AddressPo Box 87
Columbia, KY 42728
Phone NumberJoe Willis at (270) 250-7100
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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