I joined Edward Jones as a financial advisor in 1998 and for over 20 years have invested my time to best understand what is most important to our one client, the serious long-term investor. In 2003, I became a limited partner and I continue to work closely with individuals, families and business owners to identify and prioritize their goals, formulate a strategy and execute it to help them achieve those goals.
Our process allows us to partner with each of our clients through a tailored, solutions-based approach to best meet their individual needs. Whether planning for or living in retirement, paying for education, planning for the unexpected or addressing inter-generational planning needs, our team will partner with you, your CPA, attorney and other professionals as we work toward what matters most to you.
Our team includes branch office administrator, Sherra Zuck, who also became a limited partner. Sherra has over 12 years of industry experience and is dedicated to providing you with the highest level of personal service possible. In 2020, we were joined by financial advisor Sam Waldvogel, who helps expand our ability to meet a wide range of client needs.
I graduated from Hillsdale College in 1991 with a BA in history and have lived in the Hillsdale area ever since. My wife, Amy, and I have four children and we remain involved in many community organizations and activities.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
Phone NumberJohn H Waldvogel at (517) 437-1301
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