My desire to help others as an Edward Jones financial advisor started long ago. Hard work and saving have been family values from an early age. My interest in saving grew over the years into a passion for wise investing.
Faith and a desire to help others, coupled with that passion for investing, led me to Edward Jones. I desire to help families and individuals achieve their financial goals through an ongoing partnership. I want to understand what is most important to you and use an established process to build customized strategies to achieve your goals. I care tremendously for those I have the opportunity to work with. I hope to be a trusted partner for all those we serve.
My branch office administrator and office teammate, Julie, shares the same passion for helping others. Our desire is to treat and serve you the way we would want to be treated. Julie has many years of experience in the financial world and a lifetime of experience caring for others.
I love spending time with family and friends. My wife, Jenni, and I have been married for 18 years and we have three children. I have always enjoyed spending time with friends and family as well as sports and competition. Life is full and I am blessed.
We'd love the opportunity to discuss your situation and work with you!
Focus areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- College Savings
- Insurance & Annuities
Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- College Savings
- Insurance & Annuities
My Personal Interests
- Community Outreach
- Active Lifestyle
- Sports Enthusiast
- Baseball
- Spending Time with Family
Personal Interests
- Community Outreach
- Active Lifestyle
- Sports Enthusiast
- Baseball
- Spending Time with Family
Office Information
Mailing Address
P O Box 60New Palestine, IN 46163
Phone Number
Steve Harris at (317) 861-7381Branch Team
- Julie Santiago
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Julie Santiago
- Sr. Branch Office Administrator
Branch Team
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