We believe the path to your financial future starts with understanding what’s important to you, then using an established process to build tailored solutions for you and your family. Once your strategy is in place, we will partner with you for the rest of your life to help accomplish your financial goals.
I started my career with Edward Jones in 2007 at the corporate headquarters in St Louis before making a permanent transition to Leesburg in 2009. Though I enjoyed my time at the headquarters, it was important to me to be a part of a community where I can have a much more meaningful impact in individuals' lives beyond numbers.
My Branch Office Administrator, Emily Lineman, and I have been working together for six years. Prior to working at Edward Jones, Emily worked in an administrative role at her church. She has always had a desire to serve others. Emily is married with two children.
I graduated from the University of Wisconsin-Stevens Point with a Bachelor of Science degree. In my professional career, I’ve earned the CFP® designation. In 2019, I became a limited partner at Edward Jones.
I enjoy being active in the community and serve on the board of directors of the Loudoun Estate Planning Council. In my free time, I enjoy reading and spending time with my wife, Yer.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Insurance & Annuities
- Charitable Giving
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Insurance & Annuities
- Charitable Giving
Office Information
Phone Number
Kobby K Okum at (703) 771-2069Branch Team
- Emily Lineman
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
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Branch Team
- Emily Lineman
- Sr. Branch Office Administrator
Branch Team
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