Let's face it, if you're looking at my bio online you are in need of a good financial advisor. Well congratulations - you found the right firm, and more importantly, the right financial advisor.
I am Wyoming born and raised and absolutely love the wide-open spaces and beautiful landscapes Wyoming has to offer. Being raised in Wyoming, it is no surprise I am a big outdoor enthusiast.
I also really enjoy traveling the world and reading as many books as I can get my hands on.
When it came time for higher education, I can honestly say I went to the best university in the state. In 2006, I earned a bachelor’s degree in finance from the University of Wyoming in Laramie (Go Pokes!).
I joined Edward Jones as a financial advisor in 2010 and consider myself lucky to serve so many wonderful clients today. It has been my pleasure to help so many people transition to the retirement and inheritance stages of life.
In our branch, we take the time to understand what's most important to you and use our established process to build personalized strategies to help you achieve your goals. Most importantly, we will partner together throughout your life to help keep you on track.
Over the years, I have learned I am not the right financial advisor for everyone. However, if you're someone who wants a financial advisor who puts your interests first and believes in a quality-oriented, long-term investment philosophy, we want to meet you.
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Wealth Strategies
- Charitable Giving
My Personal Interests
- Outdoor Enthusiast
- Sports Enthusiast
- Personal Fitness
Office Address916 Main St
Evanston, WY 82930
Phone NumberJoshua S Roundy at (307) 288-5346
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