As an Edward Jones financial advisor, I believe that there’s nothing more important than getting to know my clients. By understanding your personal goals, I can help you find an investment strategy to match your long-term goals for retirement planning, educational savings or protecting your investments. We will work together to develop a personalized strategy through an established process to help you achieve your goals.
I have been in the financial industry since 1992 and received a B.S. in business administration from the University of Missouri - St. Louis. I began my career at Edward Jones in 2003, supervising branch teams. In 2019, I decided to put my experience to work as a financial advisor, directly serving Edward Jones clients, initially taking an office in Ste. Genevieve, but more recently in Perryville, Missouri. Serving the Perryville community that I love offers me the added benefit of being closer to family.
I have been married since 1992 to my wife, Julie, who works full-time at our home church. We have two daughters; our oldest was married in October 2019, and our youngest is a teacher certified in special education. In my spare time, I fish, golf, bowl or spend time on our multi-generational family farm in Perry County.
Partnering with me to serve our clients is Branch Office Administrator Rachel Wengert. Rachel joined Edward Jones in 2013 and is dedicated to providing the resources that will make doing business with us as easy as possible. She and her husband, Jay, have two adult daughters and two grandchildren. Outside of work, Rachel teaches yoga, and enjoys camping, reading and lots of quality time with friends and family.
Together, Rachel and I will strive to serve the families of the Perryville area and surrounding counties. Please give us a call or stop by any time. We look forward to meeting you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
Office Address8 W Ste Maries St
Perryville, MO 63775 opens in a new window
Phone NumberKeith R Lorenz at (573) 547-8269
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