As an Edward Jones financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, I believe strong client relationships with open communication is one of the most important elements in building trust. I employ a holistic approach that begins by understanding your goals, expectations and what matters most to you before investing any money.
Providing comprehensive strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of your financial strategy, including tax mitigation, estate considerations and wealth protection strategies. In my 18 years of experience, I've found this is the best approach to providing tailored solutions for my clients.
I graduated from the University of Maryland at College Park with a bachelor's degree in accounting. Prior to joining Edward Jones, I worked as an independent consultant supporting various companies and industries with the implementation of their Oracle ERP Financial Management Systems. I became a limited partner of Edward Jones in 2014 and have served the firm in various voluntary regional roles.
Deborah and I have been married for 25 years and have three wonderful children: Julianne, Collin and Landon. Deborah is also a financial advisor with Edward Jones since 2004 and her office is located close to our home in Bethesda, MD.
Elizabeth Mendoza has over 16 years of experience as a Senior Branch Office Administrator and is dedicated to providing the highest level of service. We look forward to partnering together to help you and your family reach your long-term financial goals.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Wealth Strategies
- Portfolio Reviews
- Divorce Finances
My Personal Interests
- Spending Time with Family
Phone NumberKevin E Okim at (571) 203-0596
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 06:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 04:00PM|
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