As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. 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.
Preparing for retirement is like a cross-country journey. While it may seem like a long distance to cover, it starts with the first step of determining where you are today and where you want to be. Only then can you develop a strategy designed to help you achieve your long-term goals. We can help.
I began my Edward Jones career in 2008 as a financial advisor in Wichita, KS and became a limited partner with Edward Jones in 2015.
During my career, I have received the CFP®, CRPC®, AAMS® and the ADPA® designations. In addition, I earned my master's degree in personal financial planning in 2015.
I have served the firm as client solutions leader, mentor, compliance advocate, and a regional technology leader.
My branch office administrator, Ashley Brown, joined the firm in 2013 and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions regarding our services. This may include general questions on your account, scheduling an appointment to discuss life insurance or long-term care, or taking the first step in developing a strategy for working toward your retirement goals.
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
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Wealth Strategies
- Charitable Giving
Phone NumberMark A Sloan at (316) 636-2035
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