As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. The ability to impact lives has always been my goal. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I strive to serve clients in an unbiased fashion with the support of a strong team of home office professionals.
I received my undergraduate degree in business administration from Liberty University in Lynchburg, Virginia. I also hold a degree in practical theology from Christ For The Nations Institute in Dallas, Texas. I hold my Life Accident and Health Insurance Agent License, as well as my FINRA 7 and 66 registrations.
My branch office administrator, Toni Heller, is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
Outside of the office, I enjoy golfing, biking, Mexican food and all things related to Cleveland sports. Originally from Arizona, I have lived in Ohio since 2000. My spouse, Erin, and I have two boys.
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.
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- College Savings
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address379 Lear Road Suite 100
Avon Lake, OH 44012
Phone NumberLouie Patten at (440) 933-4920
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