When choosing a financial advisor, there’s a lot to consider. Maybe experience is the most important thing to you; or, maybe it’s location. Maybe you’re looking for someone you connect with on a personal level, or you’re looking for someone well-versed in your specific needs. All these reasons are good ones, and that’s why I’m so proud of the well-rounded services our branch provides to our community of Lander and our out-of-state clients.
I like to tell clients that the letters behind my name may not make me the smartest person in the room, but they definitely make me one of the most adaptable. I believe in the power of continued education, which is why I’ve been proactive in earning my AAMS™, CRPS™, and CHFC® professional designations and CFP® certification. That learning, in combination with the lessons I learned joining Edward Jones amid the recession of 2008, means there’s not much left that can shake me.
Whether our clients are families with complex financial needs, business owners looking to improve employee benefits packages or businesses in a state of transition, I have nearly 15 years of experience assisting with complex financial strategies. I'm not just farming out the complexities to somebody else, but walking that path along with you, reassuring you every step of the way. Helping you identify and define your goals and then working with you to achieve them is our focus, and we couldn’t do it without our fantastic branch office administrators, Sheena, Ann and Alex, who offer our clients both years of experience and support for all of their financial needs.
Outside of the office, you can find me spending time with my partner, Sarah, and my stepchildren, Andrew and Madalyn. When I’m not spending time outdoors with my family, you can find me serving as a member of Kiwanis. I also support the Lander Community Foundation and the Olivia Caldwell Foundation out of Casper.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Charitable Giving
Office Address175 S Fifth Street
Lander, WY 82520 opens in a new window
Phone NumberLonnie M Bull at (307) 332-3800
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 02:00PM|
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