As an Edward Jones financial advisor, I believe it's important to take the time to get to know you and your particular financial goals and investment needs well. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy, so you have the best options when you retire.
Originally from Borden, IN, I graduated with a Bachelor of Science degree in finance from Indiana University in 2004. Before working at Edward Jones, I worked briefly for 40/86 Advisors. Since joining Edward Jones, I have worked hard to also earn my Accredited Asset Management Specialist™ (AAMS®) designation and Certified Financial Planner™ (CFP®) certification.
The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I am a member of the Irvington Business Association. When I'm not at work, I enjoy spending time with my wife, Jessica, and two daughters; Claire and Evelyn. I also enjoy playing guitar, fishing, traveling and going to IU basketball games.
My senior branch office administrator, Janet Potts, has 14 years of experience with the firm.
As your Edward Jones team, we're focused on you. All aspects of our business are aligned to help us better understand and meet your unique goals and needs.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Office Address7364 E Washington Street
Indianapolis, IN 46219
Phone NumberRyan W Thomas at (317) 351-1976
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