With over 18 years as an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money with us. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. We want to understand what and who is important to you and then we will use an established process to help you build your personalized strategies. We will partner together throughout your life to keep you on track!
I am blessed to have an amazing Senior Branch Office Administrator: Mrs. Linda Whitlock. Linda has been with the firm since 1998. Her hands-on approach and second-to-none customer service has earned Linda many accolades from our clients and our firm, including multiple recognitions at the Edward Jones Managing Partners Conference.
When you work with our branch team you will also have the support of thousands of home office personnel and advanced technology to help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a level of service that leverages everyone's expertise.
Prior to coming to Edward Jones, I completed a successful career in the United States Air Force. The values, integrity and desire to help others that I learned while serving are the cornerstones of my successful practice today
We are proud to be active in our community and are fortunate to work with important organization like: Kiwanis, Elk's, Habitat for Humanity, St Vincent De Paul's, The Ronald McDonald House, Salvation Army, One Step Beyond and others.
We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
We want to help you achieve your financial goals - please give us a call to get started!
My Personal Interests
- Community Outreach
- Outdoor Enthusiast
- Sports Enthusiast
Phone NumberKevin L Naef at (623) 974-0040
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 03:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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