Work History
Edward Jones
Edward JonesJune 2002 to Current
About Joe
You have plans for the future. To get there, you need a trusted financial advisor who will quarterback your team, listen to what is most important to you and work collaboratively through an established process to help you reach your desired outcomes.
My undergraduate and graduate degrees have provided a strong quantitative foundation for building personalized strategies. My eight years of service as a submarine officer in the U.S. Navy developed the skills necessary to create and execute plans in a disciplined manner, at times in the face of unexpected, challenging developments. For the past 21 years, I have used...
My undergraduate and graduate degrees have provided a strong quantitative foundation for building personalized strategies. My eight years of service as a submarine officer in the U.S. Navy developed the skills necessary to create and execute plans in a disciplined manner, at times in the face of unexpected, challenging developments. For the past 21 years, I have used...
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
Work History
Edward Jones
Edward JonesJune 2002 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
University of Utah
University of UtahMaster of Business AdminUniversity of Notre Dame
University of Notre DameBachelor of Science
Education
University of Utah
University of UtahMaster of Business AdminUniversity of Notre Dame
University of Notre DameBachelor of Science
Personal Interests
- Mountain Biking
- Skiing
- Golfing
- Hockey
- Running
Team Members
Veronica DelacruzRegistered Branch Associate
Jessica EgnewBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 03:30PM |
| Fri | 08:30AM - 03:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 03:30PM |
| Fri | 08:30AM - 03:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
Park CityFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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