Wealth is more than money. It includes the relationships, memories and experiences and the impact we have on others. As an Edward Jones financial advisor, many assume we focus on numbers, investments, budgets and plans. While this may be true, I believe it is important to invest my time to understand you, your goals and your purpose. What makes you happy? That is the result we are after. That is what drives me and my team. We want to help inspire you to do the things you want to do.
We have an established process to understand you, your motivations, desires and fears. We will help you organize and set priorities for your most important goals. We then will partner with you throughout your life to keep you on track and adapt to the ever-changing world.
From the Dot-Com bubble to the Great Recession and the Coronavirus Pandemic, I have helped my clients successfully navigate challenging times. Knowing what to do is only a part of the equation. I often am involved in decisions that are scary and may seem counterintuitive at the time.
A graduate of Southern Illinois University, Edwardsville, I hold a bachelor's degree in finance with a minor in economics. My wife, Kelly, and I have been married for 30 years. We have two daughters, Alexandria, 27, and Samantha, 22.
I joined Edward Jones as a financial advisor in 1999, opening the first branch office in St John. I hold the AAMS™ professional designation.
I like to give back to the communities in which I work and live. I have served as president of the St. John Chamber of Commerce multiple times. I was president of the Lake of the Four Seasons Girls Softball Board, the Lake of the Four Seasons board of directions, the Lake of the Four Seasons Mens Golf Association, and was a member of the Lake of the Four Seasons grievance committee.
My Branch office administrator, Pam Betts, has over 30 years of experience, with 25 years of that experience working with me. She is dedicated in providing you with the highest level of service possible. Please do not hesitate to call on her with questions concerning your statement, dividends, stock certificates or other general account questions.
Our team is proud to provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs.
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Art & Theater
- Personal Fitness
Office Address8626 Wicker Suite D
St John, IN 46373 opens in a new window
Phone NumberTimothy D Swallers at (219) 365-1386
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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