portrait of Joe Tooley

About Joe

I made the decision to become a financial advisor when I realized the positive impact I could have within my community by offering people and businesses the tools to help them prepare for their financial future. Through the practice of active listening, I am able to gain a deep understanding of each client's unique situation and specific goals. Having a long-term partnership with my clients is a key component in the foundation of my business. My goal is to help you identify what your current and future financial needs are and formulate a strategy for how to meet them.

I live...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans

Work History

  • Edward JonesMay 2017 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Auto Racing
  • Camping
  • Hiking
  • Gardening

Team Members

  • Tiia Bullen
    Branch Office Administrator

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