Empowering and helping others is a passion of mine. I enjoy being part 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 & Kiwanis of Troy member
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.
- Retirement Income Strategies
- New Investors
- Retirement Savings Strategies
- Wealth Strategies
- College Savings
My Personal Interests
- Sports Enthusiast
- History and Museums
Office Address49 S Dorset Road
Troy, OH 45373 opens in a new window
Phone NumberRusty Surber III at (937) 440-0611
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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