In 2010, I began my Edward Jones career as a financial advisor in Terre Haute, shortly after graduating with a bachelor's degree in financial services from Indiana State University.
Navigating the financial world can be a challenge, especially when you are busy with other aspects of your life. Finances cause many people to feel very frustrated and confused. That is why I chose to enter this line of work - to help people feel more comfortable with their financial situation.
In 2015, I earned the CFP® designation after passing the CFP Board Exam. Our services are best aligned to the serious, long-term, individual investor. We want to understand what is important to you. Then, we utilize a process that allows us to build personalized strategies to help you reach your goals. We then partner together throughout your life to keep you on track.
On the personal side, my wife, Gina, and I were both born and raised in the Terre Haute area - this is home and we love seeing our community continue to develop. We have two children, a daughter named Nora and a son named Tate, who keep our lives busy and exciting. In our free time, we enjoy traveling, working in the garden, going out to eat and being with family.
One thing many people don't know about me is that I love drinking coffee, learning about coffee, sampling coffees from all over the world and collecting coffee-related things that are unique.
If you'd like to sit and have a conversation about your financial goals, please give us a call at 812-298-9390 or e-mail me at [email protected].
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Socially Conscious Investing
- Entrepreneurs & Business Owners
- Charitable Giving
My Personal Interests
- Spending Time with Family
Office Address674 Ohio Street
Terre Haute, IN 47807
Phone NumberMark A Metheny at (812) 298-9390
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