As a financial advisor at Edward Jones, I strive first to understand what is most important to you! We develop a financial strategy tailored to your goals and collaborate with you every step of the way. At Edward Jones, we are focused on you. Our firm has thousands of experts and advanced technology supporting my team so that we can help you reach your long-term financial goals.
Long before I became a financial advisor at Edward Jones, I was a client first. While I was working in various roles in sales, IT consulting, mortgage financing and pharmaceutical specialty sales, I have always been interested in retirement planning and goals. Through my professional experiences, I developed a desire to help serve my community by joining Edward Jones.
At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. 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.
My wife, Devon, and I have called Asheville home for 20 years. I enjoy hiking, running, biking and the mountain life. Devon and I feel fortunate to be able to raise our son, Ben, in this paradise of outdoor activities and great schooling options like the North Buncombe one he is in. I am an avid runner, triathlete and biker who loves to spend time with my family, as well as reading and helping manage a small family farm. As a community member, I served as chair of the Woodfin YMCA for the last six years, along with volunteering at Manna Food Bank and Habitat for Humanity.
In 1995, I graduated with a degree in business administration from Goshen College. Ten years ago, I met with Edward Jones to explore financial advising as a potential career move, but officially joined in 2022. Having completed over 400 hours of credentialing (Series 7, Series 66 and Insurance exams), I have over half a year of Edward Jones client training. I look forward to collaborating with families to meet their long-term goals.
If you're interested in setting your family up for long-term financial success, call me at (828) 252-2032, email me at [email protected] or connect with me here on LinkedIn to learn more about what those next steps could be.
Focus areas
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
My Personal Interests
- Active Lifestyle
- Volunteering
- Traveling
- Spending Time with Family
- Running
Personal Interests
- Active Lifestyle
- Volunteering
- Traveling
- Spending Time with Family
- Running
Office Information
Phone Number
Todd Burkhalter at (828) 252-2032Branch Team
- Cindy Johnson
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Branch Team
- Cindy Johnson
- Sr. Branch Office Administrator
Branch Team
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