Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans, 401(k), annuities, equities, mutual funds, bonds and insurance. I can help you develop a strategy for working toward your retirement goals.
I joined Edward Jones as a financial advisor in 1997, opening the firm's first branch office in Bellevue and became a limited partner in 2000. Over the past 23 years, this office location has been truly blessed! The number of valued clients we serve in this community has grown so large that I have invited another financial advisor, Jeffrey Thomas, to help better serve our relationships.
A graduate of Ohio University, I have been married to my spouse, Kristin, for 24 years and have two daughters named Macy and Megan.
Focus areas
- Business Retirement Plans
- Charitable Giving
- College Savings
- New Investors
- Retirement Income Strategies
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Coaching Sports
- Baseball
- Fishing
- Archery
Office Information
Phone Number
Wes Miller at (419) 483-1583- Jackie Schafer
- Sr. Branch Office Administrator
- Jayne Swartz
- Sr. Branch Office Administrator
Branch Team
| Weekday | Availability |
|---|---|
| Monday | 09:00AM - 04:30PM |
| Mon | 09:00AM - 04:30PM |
| Tuesday | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wednesday | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thursday | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Friday | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Saturday | Closed |
| Sat | Closed |
| Sunday | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Monday | 09:00AM - 04:30PM |
| Mon | 09:00AM - 04:30PM |
| Tuesday | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wednesday | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thursday | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Friday | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Saturday | Closed |
| Sat | Closed |
| Sunday | Closed |
| Sun | Closed |
- Web Conferencing
Additional Hours
- Web Conferencing
- Jackie Schafer
- Sr. Branch Office Administrator
- Jayne Swartz
- Sr. Branch Office Administrator
Branch Team
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