My exposure to investing goes way back (way, way back!) to junior high school when I took an economics class that required me to pick and follow one specific stock. From that time onward, through college and several different career paths, the one constant I see is that I have always wanted to make a difference in the lives of others in some significant way. What better way to do this than to help others get to and through retirement financially? My career in financial strategies at Edward Jones has given me the opportunity to do just that.
My wife of 39 years, Bonnie, and I enjoy golfing, camping and spending time with our three adult children and our five grandchildren; the newest addition is our twin grandsons, Wyatt and Jaxson. Family is at the heart of what makes us tick, and we understand how important your life dreams are to you and your family. That's why we will invest the time to get to know you and what's really important to you.
From the time that I joined Edward Jones 12 years ago, serving others by helping secure their financial future has been my main purpose and goal. My Branch Office Administrator, Jessica, and I see every client as unique and take the time to really understand what's important to them. We really listen to your concerns and work to develop long-term strategies designed specifically for you.
If I had to choose two words to represent how our branch team approaches doing business, they would be trust and service. 12 years of experience has given me the ability to offer a consistently high degree of service to our clients. That consistency fosters trust and that trust creates loyalty. Our clients know they can depend on us to always demonstrate integrity and honesty in how we take care of their financial needs. We would truly appreciate the opportunity to show you how we do that. Call Jessica today at 208-895-7962 to schedule an introductory appointment and see just what makes the Edward Jones difference so amazing!
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
- College Savings
- New Investors
Office Address3949 E Overland Rd
Meridian, ID 83642 opens in a new window
Phone NumberMark V Heinrich at (208) 895-7962
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 02:00PM|
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