Work History
Edward Jones
Edward JonesOctober 2002 to Current
About Steve
Thank you for visiting our website. I began my Edward Jones career in 2002 as a financial advisor in Farmington, Michigan. My primary goal is to make the complex world of investments simple and to serve clients who are seeking steady advice and counsel regarding their long-term goals.
I attended the University of Michigan and graduated in 1999 with a bachelor's degree in economics. I have earned the AAMS™ and CFP® certifications, equipping me to assist with complex client needs as well as collaborate with your tax and legal professionals to formulate tax-efficient investments, income and estate strategies.
My spouse, Courtney,...
I attended the University of Michigan and graduated in 1999 with a bachelor's degree in economics. I have earned the AAMS™ and CFP® certifications, equipping me to assist with complex client needs as well as collaborate with your tax and legal professionals to formulate tax-efficient investments, income and estate strategies.
My spouse, Courtney,...
Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- LGBTQ+ Finances
- Charitable Giving
- Insurance & Annuities
- Automotive Industry
Work History
Edward Jones
Edward JonesOctober 2002 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
Univ of Michigan-Ann Arbor
Univ of Michigan-Ann ArborBachelor of Science
Education
Univ of Michigan-Ann Arbor
Univ of Michigan-Ann ArborBachelor of Science
Personal Interests
- Golfing
- Music
- Reading
- Horseback Riding
- Wine Collecting/Enthusiast
Team Members
Colleen O'BrienSr. Branch Office AdministratorFPQP®
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
FarmingtonFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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