As a financial advisor with Edward Jones since 2002, my passion is to help you manage your entire financial picture. I work with individuals and business owners who are looking to organize, build and protect what they have earned, as well as create a smooth transfer of wealth to the next generation, when needed.
I believe it’s important to invest my time in understanding what’s important to you. My team and I use an established process to build personalized strategies to help you achieve your financial goals. We will partner together throughout your life to keep you on track to reach your goals.
My wife, Emily, and I have two young children which we have the pleasure of raising in Payson. Being a father has given me a new perspective on how I think about saving for college, protecting the financial future of the ones we care about most and developing strategies to achieve our financial goals in order to live life to its fullest. For me, living life to its fullest includes coaching my children's activities, spending time at the lake with family and enjoying the many outdoor activities that the Rim Country has to offer.
My team consists of branch office administrators Maureen Walsh and Sandy Granger. Maureen and her husband, Chris, have lived in the area since 2004, are both active members of Kiwanis and participate in historical reenactment. Maureen has been with Edward Jones since 2009. Sandy and her husband, Randy, have lived in Payson for 6 years, have two dogs and enjoy hunting, camping and other outdoor activities. Sandy is new to our office but worked for Edward Jones in the past.
My team and I are committed to partnering with you to identify your financial goals, and we are committed to working hard to help you stay on track and achieve them – all the while providing you the best in client service.
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
Phone NumberScott M Wheeler at (928) 468-2281
|Mon||07:30AM - 04:00PM|
|Tue||07:30AM - 04:00PM|
|Wed||07:30AM - 04:00PM|
|Thu||07:30AM - 04:00PM|
|Fri||07:30AM - 04:00PM|
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