Joshua C Wheeler

Purpose:
I spent over 15 years as a general contractor helping people plan, design and build their dream homes. As fulfilling as that was, I decided that it was time for a change. In those years as a general contractor, I developed my skills of communication, planning and execution. With Edward Jones, I found a place where I can use those skills to partner with my clients to help them build their dream retirement.

Services:
We sincerely enjoy helping:
-Young and mid-career professionals that are serious about reaching their goals
-Individuals that want to retire, but aren't sure if they can
-Retired clients that want to enjoy their hard-earned retirement savings
-Investors desiring a holistic approach to saving

Our Team:
Our Branch Office Administrator, Anna Ross, provides our clients with exceptional support. A graduate of Missouri Southern State University, she has been with Edward Jones since 2015. While at MSSU, Anna majored in accounting/business management. When not busy giving top-notch support, she enjoys spending time with her husband and their dog. Anna considers herself a book worm, movie enthusiast and a foodie.

Family and Fun:
KaCee (wife), Chase, Cade, Jude, Moriah
My wife and I have three sons and one daughter. Before you ask, yes, she is spoiled! In our free time, we enjoy fishing, hiking, playing/coaching youth sports and just enjoying the outdoors.

Background:
I was born in Miami, OK. My wife and I met in kindergarten at Afton Elementary School and graduated together from Afton High School in 2002. We live on a farm near Afton. Giving back to the communities that added so much value to our lives is one of our passions. We pastor a church in Afton and volunteer with many organizations in our area to help create thriving communities.

Our aim is to guide clients with tailored financial strategies and exceptional support – while having fun along the way.

If we seem like a good fit, please contact us to schedule a complimentary review.