I joined Edward Jones in 2011 because I believe in serving local families in a deep and personalized way. I focus on helping my clients be informed and in control of financial decisions to help reach their goals.
At Edward Jones, every strategy offered and every recommended solution is based on what is most important to you, our client. Once we establish your priorities, we develop the strategies needed to help you achieve your specific financial goals.
My senior branch office administrator, Amy Knapp, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with any questions or concerns.
Outside the office, I am involved in coaching high school athletics and serve on the local library board. I enjoy running, hunting and downhill skiing.
Wherever you are on your financial journey, we would be honored to help you. Please feel free to give us a call at 814-849-4391 to begin the conversation.
- Retirement Savings Strategies
- Portfolio Reviews
- Business Retirement Plans
- College Savings
Phone NumberSam Whitling at (814) 849-4391
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