My career as an Edward Jones financial advisor began with my longtime goal of making an impact on people's lives. I value the opportunity to serve as a resource for investors by guiding them toward achieving their financial goals. I enjoy being a part of my clients' lives, building and growing relationships with them and their families.
I believe Edward Jones stands out from other firms because of how truly client centered we are and how deeply we care about and serve our clients. Our one-on-one approach creates a comfortable environment where our clients feel that we fully understand what is most important to them and will act in their best interest.
Our clients can expect a high level of service and a personalized approach. I create tailored solutions to solve the needs of our clients, including:
- Individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or planning a legacy.
- High net worth clients who are looking for tax sensitive solutions.
- Small business owners who want to invest through their company or develop a strategy for their personal portfolio.
I am proud of my agricultural background. My childhood consisted of caring for livestock and tending to the many responsibilities of my family's dairy farm. I learned the discipline of a strong work ethic and the desire to further my education. I am honored to serve the community of West Milton as a resource for investors by guiding them toward achieving their financial goals.
My branch administrator, Rita Dernbach, has worked for Edward Jones since our office opened on September 10, 2001. Rita is accessible and helpful to clients, ensuring they feel comfortable and confident with their accounts.
If you don't have a financial strategy or would like to review your current one, we offer complimentary consultations and would welcome the opportunity to partner with you to help you achieve your financial goals.
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Community Outreach
- Traveling
- Reading
- Yoga
Personal Interests
- Spending Time with Family
- Community Outreach
- Traveling
- Reading
- Yoga
Office Information
Phone Number
Vicki L Long at (937) 698-9699Branch Team
- Rita Dernbach
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 01:30PM |
Friday | 09:00AM - 01:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 01:30PM |
Friday | 09:00AM - 01:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Branch Team
- Rita Dernbach
- Sr. Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More