At Edward Jones, we have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. I value personal relationships based on trust and a deep understanding of your unique financial needs.
Born and raised in the Philadelphia area, I’ve called Lansdale my home since 2010, alongside my wife, Crystal, and our children, Hunter and Kalli. We’ve developed strong roots here. Hunter and Kalli attend school in the North Penn School District and are very involved in local clubs and sports. Crystal and I are also quite active in the community. I am on the board for two local not-for-profits that serve our community, and Crystal and I both volunteer time at our kids’ clubs and sport teams. As a family, we enjoy cooking, watching football, skiing or snowboarding, and spending time together. Our family means everything to us, and we understand what it means to you. We are committed to helping you build your financial future, just like we want to do for ourselves and our family.
I chose to work with Edward Jones because my career has always been guided by my commitment to my clients and providing highly personalized service, a shared value that Edward Jones has proven to encompass. All aspects of our business are aligned to help us work for the best interest of our clients and better understand and meet their unique goals and needs. I want to understand what is important to you and develop individualized strategies to help you reach your goals. I will partner with you throughout your life to help keep you on track. Along with helping individuals and families, I also enjoy helping businesses of all sizes and industries implement (or improve existing) business retirement plans that make sense for them.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact us for additional information.
- Business Retirement Plans
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
Phone NumberThomas O McKee at (215) 855-5743
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