I am delighted to have found my way to a very fulfilling career as a financial advisor with Edward Jones. Although I have had a passion for investing and finance for all of my adult life, my professional career started at General Mills, where I worked in marketing and brand management, primarily in the breakfast cereal industry. At General Mills, I worked with many fantastic co-workers and learned much about planning, innovation, problem solving and strategic thinking. I served as a vice president for my last several years there until I left in 2000.
My next chapter was as majority owner and CEO of a small business, B.T. McElrath Chocolatier. That experience gave me a great appreciation for the challenges, pressures and requirements of being a small business owner. I have tremendous respect for anyone who takes on that kind of role, which is the primary engine of our economy.
A member of my church led me to consider a career switch to Edward Jones. As I learned about our investment philosophy, our wonderful culture and our focus on doing the right thing for our clients, it became clear to me that it would be the perfect fit for the rest of my working life. I feel privileged to have found a career where I can share my knowledge with others and help them with the financial tools they need to meet their long-term goals.
I am blessed to have a wonderful wife, Nancy, two grown kids and five small grandchildren that all live nearby. I have been my church's council president, am on the board of the local Scouting council and am grateful to be able to spend time with my family and friends.
So, whether you're planning for retirement, saving for college or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. My branch office administrator, Amanda, and I are dedicated to providing you top-notch client service and we would be happy to talk with you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Charitable Giving
Phone NumberRichard A Shaeffer at (763) 546-8004
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