Joining Edward Jones in 2003 was the best decision of my life. I love my clients and the opportunity they give me to sit down with them, individually, and really understand what's most important to them. It is incredibly rewarding to look back and see the progress we have made towards the goals they identified as being most important to their families and businesses.
My branch office team, Kahea and Amber, are the key to our clients' satisfaction. Our entire team is service-focused. I come from a hospitality background and place high value on service excellence. You will always be served by a familiar voice, never 1-800-Somebody.
Our ideal client seeks an experienced financial advisor that will understand what is important to them and apply established processes to build personalized strategies to help them reach their financial goals. This client seeks a financial advisor with the ability to work as a team with tax and legal professionals in order to help keep them on track throughout their lives. Examples of clients we serve are individuals nearing or in retirement, small business owners and clients with the need for trust services.
If you or someone you care about has questions about reaching important financial goals, or you are dissatisfied with the service of your current financial advisor, please call me to see if Kahea, Amber and I can improve your situation.
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Community Outreach
- Spending Time with Family
Office Address4469 Papalina Road
Kalaheo, HI 96741 opens in a new window
Phone NumberRob Lansdell at (808) 332-7469
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