I have been with Edward Jones for 18 years, and what I value most about our business is the special relationships we have with our clients and their families. To us, "Making Sense of Investing" means determining what is important to individuals, designing a custom strategy and monitoring progress along the path to their desired goal. My Senior Branch Office Administrator, Brandy, has been with the firm for over 16 years. Our goal is to provide exceptional customer service while making the complex easier to understand.
I grew up in Cleveland, OH and after taking a personal finance class in high school, I realized my passion for finance. Unfortunately, at the age of 18, being confined to an office wasn’t appealing to me, so I attended the University of Montana and received a degree in forestry resource management with a business emphasis. The experiences I gained over the 18 years as a forester, logging manager and resource manager gave me valuable real-life experiences. I was also able to pay for college each year by fighting forest fires during the summer.
The turning point in my career was when my son had his first birthday and I realized I was always on the road or at work and missing my family. I decided to chase my real passion and make a career change. After looking at several different firms, I chose Edward Jones. Their history and culture and the firm's philosophy of putting the client first, drew me in.
My son, Brandon, is 19 now and my daughter, Madyson, is 14. They are the most important part of my life and we are a very active family. I love being able to coach the various sports my children are involved in. I also make it a point to attend all their activities. Our family also includes a very energetic yellow lab, Mookie, and a rescue cat, Captain, who thinks he is a dog.
The most gratifying part of my business are the personal relationships I have made over the years while helping clients and friends achieve their financial dreams.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Car Restoration
- Coaching Sports
- Home Improvement
Phone NumberKevin R Wolfe at (605) 342-6646
|Mon||07:30AM - 04:30PM|
|Tue||07:30AM - 04:30PM|
|Wed||07:30AM - 04:30PM|
|Thu||07:30AM - 04:30PM|
|Fri||07:30AM - 04:30PM|
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