For a career class assignment, I chose to hold a mock interview with Edward Jones. That interview was my first step in starting my career as a financial advisor. I gathered a true sense of what makes Edward Jones such a great place to work after talking to current financial advisors. Each person was enthusiastic about their experience and I couldn’t help but feel that this was the right place for me as well. Edward Jones provides me with the opportunity to create secure financial strategies and establish lasting relationships with my clients.
I believe Edward Jones stands out from other firms because of how truly client centered we are and how deeply we care about our clients. Our one-on-one approach creates a comfortable environment where my clients can feel understood. What sets me apart are the qualities I strive to express unconditionally, which are love and patience.
Our clients can expect a high level of service and personalized strategies tailored to their individual goals. I serve:
- Individual investors who are serious about developing a working financial blueprint, whether they are starting to save for retirement, recently retired or planning a legacy
- High net worth clients looking for tax-sensitive solutions
- Small business owners looking to invest through their own company
I’m inspired by the people I’m so lucky to work with and meet. My branch office administrator, Terri Olin, and I strive each day to make the client‘s experience simple and harmonious.
On the personal side, my wife, Nicole, and I enjoy social ballroom dancing and traveling. We spend time enjoying the outdoors by taking walks, riding bikes, exploring new paths and gardening. We also enjoy participating in cultural and local community events.
I’m fortunate to have my own branch and I’m eager to help more people. If you don't have a financial strategy or would like to review your current one, I offer complimentary consultations and would welcome the opportunity to hear from you.
My Personal Interests
- Board Games
- Mountain Biking
- Art & Theater
Office Address506 Knox Square Dr
Galesburg, IL 61401
Phone NumberMatiss Klava at (309) 973-4931
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
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