My parents taught me at a very young age that if I wanted something, I had to earn my own money to save up and purchase it. When I was 12 years old, I invested the savings I had earned from mowing yards during the summer into Honeywell, where my father worked. Over the course of a few months, the stock gained over $200 - the equivalent of mowing 10 yards. I have been hooked on investing ever since.
After working my way through college and earning a degree in electrical engineering, I went to work for General Electric. While I appreciated the opportunity to work for GE, I did not enjoy my work. I focused on saving and investing as I tried to figure our what type of work I would really enjoy doing for the next 30 years. During this time, I realized that I really enjoyed investing and the process of planning for my financial future. In 1997, I decided to change careers and joined Edward Jones as a financial advisor.
Since joining Edward Jones, I have had the privilege of working with hundreds of families to help guide them in achieving their financial goals. While I still have a strong interest in investments and financial planning concepts, I have learned that getting to know my clients and really understanding what they are trying to achieve it the most important part of how we work together.
When I am not reading the Wall Street Journal or listening to a financial planning podcast, I enjoy spending time with my wife and two children, playing golf, listening to music or eating at my local Mexican restaurant.
My Personal Interests
- Art Collecting
Phone NumberRob Duncan at (317) 337-0926
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