Serving individuals, families and business owners as an Edward Jones financial advisor is an extraordinary privilege. I understand that clients are putting their trust in me, my branch team and our firm, and that our partnership together plays an important role in achieving their financial goals.

Before I began my career at Edward Jones in 2012, my wife, Cindy, and I were clients for over seven years. We were so impressed with the integrity and culture of the company and the partnership that was formed between ourselves and the branch team, I knew that becoming a financial advisor with this firm was the right decision.

Cindy and I celebrated our 30th wedding anniversary in 2020. We have been blessed with three great kids: Courtney, Kelsey and Jordan; one son-in-law, Derek; and two beautiful granddaughters, Hayden and Rowan, who have stolen our hearts. We enjoy traveling and seeing new places and are actively involved in our local church, First Baptist Church in Silver Lake.

My branch team consists of myself and two outstanding senior branch office administrators, Noi Armstrong and Jaimie Myers, both with over 10 years of experience. We strive to provide a high level of personalized service to our clients.

As your Edward Jones branch team, we believe in investing in our relationship with our clients, as it allows us to better understand your dreams and goals. We will work closely with your CPA, attorney and other professionals in order to develop the most appropriate strategy for you and your family. Whether you are planning for retirement, saving for college for children or grandchildren, or trying to protect your financial legacy for those you care about most, we are fully committed to helping you accomplish what's most important to you.

I would love the opportunity to sit down with you and your family to go over our established process and share more about us, but more importantly, to learn more about you.

Thanks in advance for the opportunity!
Kasey

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Woodworking
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
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
Sat Closed
Sun Closed

Branch Team

Email Me

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