I’ve always considered myself a people’s person; I get my energy from interacting with and helping others. This is what initially drew me to Edward Jones; helping people with their financial needs. I began my career with Edward Jones in 1990. Fostering long-term relationships with my clients is the foundation of my practice. It’s important for me to understand what’s important to my clients because I use an established process to build personalized strategies to help them meet their individual goals. Then I partner with my clients throughout their life to make sure they stay on track.
I have a partner in my branch, senior branch office administrator Ashley Chipps. Ashley joined the team in 2013.
Prior to joining Edward Jones, I graduated with a BS from the University of Wisconsin-Platteville, where I developed my love of the outdoors, especially fishing, camping and hiking. I also enjoy gardening and family adventures. I was previously employed by Frito-Lay Inc and Energy North Natural Gas.
I have been married for over 23 years to my wife, Michele, and we have three children; Parker, Chas and Macie, and two grandchildren; Carter and Ryleigh. We have lived in Rochester since 1991. I believe in the importance of giving back to the community. I call myself lucky to have been involved with Kiwanis, the Northern Indiana Community Foundation, Fulton County Leadership Academy, Fulton County Youth Soccer, my church and the Rochester Downtown Partnership.
At Edward Jones, we understand your investments go beyond your portfolio. By understanding your unique needs, I can help you define and reach your financial goals. I look forward to starting a conversation with you today!
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
Office Address718 Main Street
Rochester, IN 46975 opens in a new window
Phone NumberLance M Nelson at (574) 223-3757
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 12:00PM|
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