I have been a financial advisor with Edward Jones for over eight years. I earned a bachelor's degree from the University of Nebraska at Kearney and an MBA from the University of Texas at Dallas. In order to better serve my clients, I have earned my AAMS® and CRPC® professional designations from the College for Financial Planning.
Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take time to truly listen to my clients and construct a customized strategy to meet their objectives. Once the strategy is implemented, I maintain regular contact with my clients about any developments and to address their needs. While keeping client information confidential, I collaborate with CPAs and attorneys to provide a comprehensive service.
I am proud to serve a wide variety of clients with a broad range of goals. I regularly work with successful professionals, multigenerational families and business owners to develop unique strategies in asset growth, asset protection, wealth transfer and tax reduction. By working with my clients and their families throughout their lifetimes, I strive to give my clients the level of service they deserve and appreciate.
I am passionate about building relationships with my clients. My clients are truly my friends and having the opportunity to help them achieve success through the advising of their financial lives brings me great joy.
Outside of my role with Edward Jones, I focus much of my time on my family and my faith. My family enjoys watching college football, playing outside, working together on home improvement projects and traveling. My faith’s values of honesty, integrity and humility are very important to me and inform me on how I work with clients and others in the community while serving on various non-profit boards and committees.
I welcome the opportunity to learn about you and your financial goals. It all starts with a conversation – let’s visit!
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Spending Time with Family
- Home Improvement
Phone NumberJosh Langdon at (720) 529-0906
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