I have been told on many occasions that despite having a modest start in life, I was born to be a financial advisor. My career with Edward Jones gives me a deep sense of fulfillment through helping families improve their financial outlook.
Melinda Bailey, my office administrator, and I have one simple primary goal: To partner with families and help them achieve their financial goals. We love helping people, so our approach provides an experience we would want for our own friends and family. This business is personal for us, and we do not take your goals lightly. Once we help you identify those goals, we custom-build the necessary strategies you will need to achieve them.
Having grown up in Muncie, I have been a Hoosier most of my life. I landed in Kokomo after graduating from Lipscomb University (Nashville, TN) in 2005 and have been here ever since. Shortly after arriving, I married (way) out of my league and went on to earn my MBA from Indiana Wesleyan University.
Our 12-year-old son and 9-year-old daughter are our world. I have coached about every sport imaginable at this point and would not trade those experiences for anything. When not at work or school, you may find us doing anything from playing board games to going to church to working on our treehouse!
We love Kokomo and whether it is volunteering for local non-profits or serving on boards of directors, our families are always looking for ways to see positive change happen. Some of our favorite organizations to support include Dad Camp, Walk to End Alzheimer's, Valley of Grace, Turning Point System of Care, Toys For Tots and Pregnancy Resource Center, just to name a few.
We are still accepting new clients at this time. There is only one way to discover if we may be a good fit for one another, and conversations are complementary. We would love to speak with you, so give us a call today!
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Insurance & Annuities
- Charitable Giving
- College Savings
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Community Outreach
- Home Improvement
Office Address2985 S Webster St
Kokomo, IN 46902 opens in a new window
Phone NumberSteve Rector at (765) 450-5301
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