Experience and Background
With over 26 years of experience as a financial advisor, my goal is to provide tailored solutions that meet my clients' investment strategies. You should know I am dependable, and the highest degree of integrity is of the utmost importance to me and should be expected with all of my clients.
During my career at Edward Jones, I have contributed to the firm's mentoring, training, recruiting, performance and client solutions expansions.
My office partner, Cheryl Dorn, has 30 years experience in the financial services industry, the majority with Edward Jones. We enjoy getting to know our clients. We provide each client with the highest level of personal service and investment solutions.
Edward Jones Value Proposition
- We want to understand what's most important to you.
- We will use an established process to build personalized strategies and help you achieve your goals.
- We will partner with you throughout your life to keep you on track to meet your goals.
Community Involvement
In my spare time, I enjoy spending quality time with my beautiful wife of 15 years, Angie, my eldest son, Aidan, and twin daughters, Arianna and Gabrielle. As a family we love to travel, spend time at the lake and attend St. Louis Cardinals and Blues games.
I am also active with the local chapters for the March of Dimes and United Way. All causes that are close to my heart, as my twin daughters were born prematurely. In addition, I am an active member of St. Peter's Parish in Kirkwood, MO where we are parish members and my children attend school.
Areas I can help:
- Retirement Income Strategies
- Retirement Savings Strategies
- Family Legacy/Life Insurance
- Self-Pensions/Annuities
- Long-term Care Protection and Solutions
- College Savings
My Personal Interests
- Spending Time with Family
- Traveling
- Skiing
- Baseball
Office Information
Phone Number
Mike Smith at (314) 961-6955Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Sun | Closed |
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