As your Edward Jones branch financial advisor, I believe it’s important to understand your core values so that your investment strategy supports what's important to you. With you, your tax advisor, attorney and other professionals, we can design a financial strategy appropriate for you and your family. I can also help with your retirement savings to maximize your retirement choices.
I came to Edward Jones in 1993 following a 20-year career in the United States Army, after having served as a company first sergeant and also having graduated with honors from the U.S. Army Sergeants Major Academy. My preparation for transition to the financial services industry began during my military career, where I completed both insurance and securities courses. I successfully achieved both the CFP® certification and AAMS® designation in 2006.
I am married to the former Patty McCalley who grew up in the Lawrence/Indianapolis areas and graduated from Bishop Chatard High School. My three daughters, all graduates of Indiana colleges, live in the greater Indianapolis area. In addition to active involvement in multiple local charitable organizations, including the Hoosier Veterans Assistance Foundation, I previously served as vice president of the Lawrence Chamber of Commerce as well as vice president of the Geist SERTOMA Club.
My branch office administrator, Mary Desotell, has more than 10 years of experience in financial services. Together, we are dedicated to delivering singularly superior investment, retirement and personal financial advisory services in a thoughtful and caring manner.
Phone NumberVern F Roach at (317) 826-4920
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