At Edward Jones, as we begin working toward your goals, you must first define what's important to you and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? Maybe your desired plan includes all of those and more. I can help you prioritize your needs and define these goals, all while providing exceptional service along the way! That is my promise to you.
My passion is helping people! Edward Jones allows me to do just that in a very deep, meaningful way. What I love most about my job is no two clients are the same. No two clients have the same goals, desires, same interests or ideas of financial success. Each client brings a different dynamic when discussing the outlook of their future. I enjoy distinguishing what drives to motivate my clients, and ultimately what brings happiness to my clients. We will partner together to build a strong foundation of investing, and to develop specific strategies to help achieve those goals. The power of partnership is incredible!
Finance has always been a passion of mine. My career in banking started right out of college in 2001. I worked in banking for 16 years. My background and in-depth experience laid a perfect and smooth transition for my new role as a financial advisor with Edward Jones.
Being hands-on in the community is very important to me. I enjoy sponsoring local events and being involved with the Chillicothe Chamber of Commerce and the Chillicothe Optimus Club. I also love working with businesses and providing business owners resources and opportunities to work towards their financial goals and dreams.
My spouse, Seth, and I have been married for 18 years and we have three amazing boys. My boys play baseball, basketball and soccer. When we aren't on the field or the court, you might find us traveling to the beach, lake or mountains. I cherish vacation moments with my family!
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- College Savings
- New Investors
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Community Outreach
- Active Lifestyle
Mailing AddressPo Box 29
Chillicothe, IL 61523
Phone NumberKelly Lopotko at (309) 274-5105
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