I started my career as a financial advisor with Edward Jones in 1991. I currently hold the CFP® certification, FINRA Series 7 and 63 registrations, and Life, Health and Long-Term Care licenses. In 1996, I became a limited partner with Edward Jones.
My focus is to help clients successfully achieve their financial goals by creating personalized financial strategies to meet their unique situation. We want to partner with our clients throughout their lifetimes to help them stay on track and I prefer to work more as a teacher or coach with clients, so clients understand these strategies and feel more comfortable and confident in their financial strategy. For example, I like to teach clients how to take advantage of market downturns and how it works to their advantage.
Originally from Sigourney, Iowa, I attended Northeast Missouri State University, now Truman State University. I graduated in 1990 with bachelor's degree in mass communications.
Away from the office, I have been involved in a variety of community organizations including the Adair Co YMCA, United Way, Kirksville R-III Booster Club and the Orange & Black Foundation. I also spent 12 years as a youth sports coach. In my free time, I enjoy playing golf, fishing, traveling and spending time with friends and family. My wife, Holly, and I have two boys, Parker and Pierce.
In March of 2022, my son, Parker, joined the office as a financial advisor. Parker's addition marks the 3rd generation of our family to provide financial guidance from this Edward Jones location.
Our Branch Office Administrator is Linda Grgurich and she joined our office in November of 2021. Linda is detail oriented and provides outstanding customer service.
If you'd like to learn more about how I can provide you with customized solutions to your individual situation, along with top-notch service, please contact me by phone or email.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- College Savings
My Personal Interests
- Auto Racing
Mailing AddressPo Box 967
Kirksville, MO 63501
Phone NumberMike Miletich at (660) 665-5693
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