Growing up as one of three brothers, relationships have always been important to me. My father instilled in me a desire to help others. As a financial advisor, I've the privilege of helping others and building strong relationships with my clients and their families. My senior branch office administrator, Denise Boesche, is a valuable partner in my practice. We work diligently together to deliver the ideal client experience.
We strive to break down the complexities of our clients¿ goals so that they feel informed and understood. We learn what¿s most important to the people we serve to create personalized strategies to help them achieve their goals. Having experienced unexpected loss, I know how important it is to guide individuals through estate and legacy planning, career changes and divorce. We do this by working closely with our clients and their tax and legal professionals.
I earned my B.A. from the University of Louisville and my MBA from Webster University. Denise earned her B.A. degree from IUS. I began my Edward Jones career in 2005, becoming a limited partner in 2015. In addition to helping clients in our community, I¿ve also served in leadership roles in my firm. I was the recruiting leader for the Louisville area for three years, and currently serve to recruit and develop the diversity and inclusiveness of our firm in parts of five states. I was awarded the region¿s inaugural Spirit of Caring award, which exemplifies the values, culture and spirit of giving back. In 2019, Denise and I earned the Jim McKenzie award for exceptional achievement in building client relationships.
I was born and raised in Louisville, KY. I have three beautiful children and am in love with my high school sweetheart. In my 40s, I took up long distance running and have run several half marathons and four full marathons, including the Boston Marathon. The discipline and long-term focus I apply to running are guiding principles I use with my clients in pursuit of their goals.
- Estate & Legacy Strategies
- Portfolio Reviews
- Business Retirement Plans
- Intergenerational Planning
- Divorce Finances
- LGBT Finances
My Personal Interests
- Spending Time with Family
Phone NumberTodd E Klinglesmith at (812) 949-0667
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