Our branch team's vision is to help families and individuals develop, plan for and reach their financial goals over multiple generations. I strive to completely understand what is important to our clients and the goals they have for their futures, and then develop a personalized strategy to reach those goals, partnering with, not only our clients, but also the people in their lives that they care about.
As an Edward Jones financial advisor, I believe it is important to devote my time to understanding what you are working toward, before you invest your money. It is also important to understand the level of risk you are comfortable accepting when investing, so we can balance that with the steps necessary to reach your long-term goals.
With the many products and investments available to investors, I strive to cut through all of the confusion and help clients find the appropriate mix of investments to help achieve their financial goals. My areas of focus include managing retirement income, education savings, life insurance, long term care, asset consolidation and estate considerations.
Karla McPeake, my branch office administrator, and I are committed to providing the best possible experience when working with our office, whether it be face to face, over the phone or via virtual appointments. Karla works directly with our clients on all administrative needs in a caring and efficient manner. Please feel free to contact her with any needs or questions.
When away from the office, I love being with my son, Hughston. We enjoy being outdoors and you will most likely find us at a park, on a lake or, in the fall, at a football game. I am an avid fisherman and also enjoy golfing and barbecuing.
I welcome the opportunity to learn about you and your financial priorities. Let's start with a conversation at (402) 331-9700. I want to make a difference in your life.
My Personal Interests
- Community Outreach
Phone NumberJoshua A Sapp at (402) 331-9700
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:30PM|
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