Empowering and helping others is a passion of mine. I enjoy being a part of each of our clients' lives, growing and building relationships with them and their families.
I joined the Edward Jones family in 1998 as a branch office administrator in Springfield, OH. I have been serving with Edward Jones in several locations, including Troy, for the last eight years. My branch office administrator, Susan Heitkamp, has been with me since 2012. As a team, our goal is to provide excellent customer service along with customizing a goals-based solution to help clients reach their goals.
As an active member of the community, I pursue many volunteer activities including
- Optimist Club of Brookville (past president 2011-2015, 2018)
- Brookville Soccer Board (2010- present)
- Optimist and Kiwanis of Troy member
- Brookville Alumni Association
- Brookville Scholarship trustee
I have been blessed with two daughters, Haley and Lauren, and we love to travel and just enjoy family time. My hobbies include sports of all sorts. I enjoy seeing a good baseball game or football game as well.
If you are looking to review your financial strategy or start a new one, I invite you to give us a call today to schedule an appointment.
Focus areas
- Retirement Income Strategies
- New Investors
- Retirement Savings Strategies
- Wealth Strategies
- Charitable Giving
- Estate & Legacy Strategies
Focus Areas
- Retirement Income Strategies
- New Investors
- Retirement Savings Strategies
- Wealth Strategies
- Charitable Giving
- Estate & Legacy Strategies
My Personal Interests
- Volunteering
- Sports Enthusiast
- Soccer
- History and Museums
- Traveling
Personal Interests
- Volunteering
- Sports Enthusiast
- Soccer
- History and Museums
- Traveling
Office Information
Office Address
49 S Dorset RoadTroy, OH 45373 opens in a new window
Phone Number
Rusty Surber III at (937) 440-0611Branch Team
- Susan Heitkamp
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | By Appointment Only |
Sunday | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | By Appointment Only |
Sunday | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Susan Heitkamp
- Sr. Branch Office Administrator
Branch Team
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