Experience and Background
My career as an Edward Jones financial advisor began with my long-time goal of making an impact on people's lives. I value the opportunity to serve as a resource for investors by guiding them toward reaching their financial goals.
Financial strategies can be a puzzle. I help connect the pieces together to develop your unique financial picture. I use established processes to build a custom strategy based on what is important to you. This is something I have been doing for my clients since 1993.
Our clients can expect a high level of service and a personalized approach. I help create tailored solutions to solve the needs of our clients, including:
- Individual investors seeking to develop a workable financial strategy, whether just beginning to save for retirement, retiring soon or protecting their assets.
- High net worth clients who are looking to reduce taxes.
- Small business owners who want to invest through their company or develop a strategy for their personal portfolio.
I have been married to Christen since 1994 and have three grown children. We have lived in O'Fallon for 21 years. I am also actively involved in the community through United Way and as a CYC youth track coach.
My Senior Branch Office Administrator, Tina, has been with Edward Jones since 1994. Tina provides clients personalized and prompt attention and service. Her warmth and skills help provide a exceptional client experience!
- Wealth Strategies
- Business Retirement Plans
- Portfolio Reviews
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Mountain Biking
- Spending Time with Family
- Coaching Sports
- Home Improvement
Office Address102 South Main
O Fallon, MO 63366 opens in a new window
Phone NumberTom Borich at (636) 240-9167
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 03:30PM|
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