Work History
Edward Jones
Edward JonesJune 2014 to Current
About JD
I became a financial advisor because I have a passion for helping others. I am so grateful to be in a career that I love.
My team’s objective is simple: We focus on understanding our clients' unique personal values and financial needs in order to create and deliver comprehensive and customized financial solutions. Our process includes identifying and tracking multiple short- and long-term goals, communicating regularly to deliver timely information, working closely with their other professionals, as well as our Edward Jones advanced solutions experts, and providing competent and comprehensive advice and guidance
I have earned both the CERTIFIED FINANCIAL PLANNER™, CFP®,...
My team’s objective is simple: We focus on understanding our clients' unique personal values and financial needs in order to create and deliver comprehensive and customized financial solutions. Our process includes identifying and tracking multiple short- and long-term goals, communicating regularly to deliver timely information, working closely with their other professionals, as well as our Edward Jones advanced solutions experts, and providing competent and comprehensive advice and guidance
I have earned both the CERTIFIED FINANCIAL PLANNER™, CFP®,...
Focus Areas
- Wealth Strategies
- Charitable Giving
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Income Strategies
Work History
Edward Jones
Edward JonesJune 2014 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CRPC™
Chartered Retirement Planning Counselor™CKA®
Certified Kingdom Advisor®
Education
Univ of Missouri-Columbia
Univ of Missouri-ColumbiaBachelor of Science
Education
Univ of Missouri-Columbia
Univ of Missouri-ColumbiaBachelor of Science
Personal Interests
- Spending Time with Family
- Horseback Riding
- Volunteering
- Coaching Sports
- Real Estate
Team Members
Kathy DulabanSr. Branch Office AdministratorFPQP®
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
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