As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is important to you before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I joined Edward Jones in 2002 as a financial advisor, assuming responsibility for the branch office in Oakmont, PA. I became a limited partner in 2007.
I earned a bachelor's degree in Naval architecture from the U.S. Naval Academy and served eight years as a Surface Warfare Officer in the Navy prior to joining Edward Jones.
In 2017, I earned the Certified Financial Planner® designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I am active in the community and am a member of the Oakmont Chamber of Commerce, the Oakmont Lions Club and Parkwood Church in Allison Park.
My senior branch office administrator, Josie Arnold, has been with Edward Jones for 22 years, and is dedicated to providing you with the highest level of service possible.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Charitable Giving
- College Savings
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Home Improvement
Office Address529 Allegheny Ave
Oakmont, PA 15139 opens in a new window
Phone NumberKyle Baker at (412) 828-2209
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