What a treat to serve and live in the same community I was born and raised! Additionally, my sons graduated from Mizzou and returned home with spectacular brides to live and work in agriculture-related fields here locally. This allows me to spend quality time with my five grandchildren – two girls and three boys. We enjoy family time, community events, the St. Louis Cardinals and all the grandkids' activities. This is my fourteenth year with Edward Jones, and I'm grateful every day for a firm that puts our clients' interests first.
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. 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 financial goals.
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 most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if adjustments are needed. Throughout it all, we're dedicated to providing you top-notch client service.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals, to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Contact us, so we can learn what's most important to you.
Focus areas
- Retirement Savings Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Charitable Giving
- Wealth Strategies
- Intergenerational Planning
Focus Areas
- Retirement Savings Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Charitable Giving
- Wealth Strategies
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Community Outreach
- Reading
- Gardening
Personal Interests
- Spending Time with Family
- Community Outreach
- Reading
- Gardening
Office Information
Phone Number
Kristi J Montague at (417) 358-4432Branch Team
- Casey Perry
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Branch Team
- Casey Perry
- Branch Office Administrator
Branch Team
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