What's your plan to live "happily ever after?" I can help you write the retirement chapters of your life. Think for a second that your life is like a story. What do you want it to say? How do you want it to play out? Whether it's a romantic comedy set in your backyard or an action/adventure tale on an exotic shore, you should live a life worth writing about. I can help.
I have over two decades of experience doing this. And I want you to know that the story is not just about money. Time and energy are the other factors at play. (Hint: you're slowly losing both of them.) Then you have your family as the cast of characters to consider, as well. There are villains, too – market downturns, inflation, health care costs, taxes, home repairs... I'll help you deal with them as we put onto paper your plan to live.
I began my career at Edward Jones in 1995. I became a limited partner with Edward Jones in 1997. In 2004, I earned the AAMS® designation and then my CFP® certification in 2011.
I have three children and live in O'Fallon, MO with my wife of 26 years, Lisa. My youngest son, Cole, plays video games. His older brother, Josh, lives in Orlando. And in 2021, my daughter, Abbey, joined our team in the office as a financial advisor.
Abbey graduated from Lindenwood University in 2020 with a bachelor's degree in finance, summa cum laude. She lives in the valley of Chesterfield, MO.
Our branch office administrator, Robyn, started her career in financial services in 2007. In 2012, she joined Edward Jones working for the area's most senior financial advisors. In 2015, she joined my office. Robyn lives in O'Fallon, MO with her husband, Matt, of 22 years. They have three children.
Now back to you. Take a deep breath. You are alive. And, it's not too late. There's more life to live. Come visit us to see how we can help you live it as you pursue your "happily ever after."
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
Office Address205 Salt Lick Rd
St Peters, MO 63376 opens in a new window
Phone NumberRob Marquess at (636) 397-1760
|Mon||08:00AM - 03:30PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 03:30PM|
|Fri||08:00AM - 03:00PM|
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