As a United States Air Force Veteran, I bring a unique perspective to my role as an Edward Jones financial advisor. I value the relationships I build with my clients and have a disciplined investment approach emphasizing on quality, as well as a clear process to help ensure every client feels understood, in control and ultimately secure in their financial future.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we work together to develop strategies to help you achieve your goals. We also monitor your progress to help make sure you stay on track.
Helping me run an organized and efficient practice are my Branch Office Administrators, Cindy Hosier and Janet Coker. Together, we make a great team!
Before becoming a financial advisor, I served in the United States Air Force for over 30 years. One of my greatest professional accomplishments was earning the rank of Chief Master Sergeant (E9) and having the opportunity to serve with and mentor over 200 members in the unit I was assigned to. I ultimately decided to retire and made my transition as a financial advisor because I wanted to continue serving my community, just in a different way. The values I've learned and the experiences I've gained during my military career are instilled within my practice today.
On a personal note, I enjoy spending time with my wife, Sally, who I've been married to for over 34 years, as well as my two children, Adam and Jenna. I am an avid sports fan, an active member of the American Legion Riders Motorcycle Club and a participant in various community events. I also enjoy traveling.
If you are searching for a financial advisor, I encourage you to reach out to our team!
- Retirement Savings Strategies
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- Business Retirement Plans
- New Investors
- Wealth Strategies
My Personal Interests
- Sports Enthusiast
- Animal Rescue
- Vintage Cars
- Spending Time with Family
Office Address204 Washington Ave Suite 100a
La Plata, MD 20646
Phone NumberKeven W Kling at (240) 523-4091
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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