My passion for investment started early, when I was working for my parents at their convenience store. The job taught me the value of hard work and saving for the things I wanted, so during college, when I inherited some mutual funds from my grandmother, I sat down with a financial advisor to discuss my options. Soon after, I switched my major to finance and have never looked back.
After joining Edward Jones in 2009, I became a limited partner in 2015 and earned the CFP® designation in 2019. In addition to experience, our branch works hard to ensure that each client experiences our established process. The process begins with Sr. Branch Office Administrator Lisa Huffstutter and I working together to understand what is most important to you. We use this established process to build personalized strategies to help you reach your goals, partnering with you and your family throughout your life to ensure that you stay on track.
Lisa has been with Edward Jones since 2012 and became a limited partner in 2019. She makes meeting the needs of clients a priority, deepening our relationships by staying connected through regular contact to provide well-wishes, updates and congratulations.
Our Trenton office serves many agricultural clients in north-central Missouri, along with other diverse individual investors, families and those entering or enjoying retirement as well as out-of-state clients on a referral basis.
Regardless of their background, we make sure we fully understand clients’ risk tolerance before building their personalized strategy, an important part of our process. We also want our clients to understand why they own certain investments and what part they play in their portfolios, giving them confidence in the strategy we are using. This process leads to close relationships with our clients, and often, friendships. Our greatest reward is hearing that we’ve empowered clients to achieve their goals or reach a milestone.
- Retirement Income Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Personal Fitness
Office Address203 E 9th Street
Trenton, MO 64683 opens in a new window
Mailing AddressPo Box 68
Trenton, MO 64683
Phone NumberWade Peters at (660) 359-4393
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