JOHN C. TAYLOR, Financial Advisor
YEARS WITH COMPANY:
42
WHAT PROMPTED YOUR INTEREST IN THIS PROFESSION?
I enjoy working with people, and I’m interested in finance.
WHAT IS YOUR BUSINESS PHILOSOPHY?
Own quality investments, diversify, and invest for the long term.
WHAT MAKES YOU AND YOUR COMPANY STAND OUT FROM YOUR COMPETITION?
Our unique business model of one financial advisor branch office allows tailored investment services for individuals in our community.
WHAT CHARITY INVOLVEMENT DO YOU PARTICIPATE IN?
Walk to End Alzheimer’s, United Way, and Chamber of Commerce.
MAX FISHER, Financial Advisor
YEARS WITH COMPANY:
29
WHAT PROMPTED YOUR INTEREST IN THIS PROFESSION?
To help people plan and achieve their goals and dreams of retirement – education for their children or grandchildren, protect what they have, and to help pass their wealth efficiently.
WHAT IS YOUR BUSINESS PHILOSOPHY?
1. I want to understand what is important to you.
2. We use an established process to build personalized strategies to help you achieve your goals based upon your current situation, risk tolerance, and time horizon. One size doesn’t fit all.
3. We will partner throughout your life to help keep you on track.
COREY J. LUETKEMEYER, Financial Advisor
YEARS WITH COMPANY:
20
WHAT IS YOUR AREA OF EXPERTISE?
Helping clients develop financial strategies to reach their goals.
WHAT PROMPTED YOUR INTEREST IN THIS PROFESSION?
I had interest at a young age and studied finance at MSU.
WHAT IS YOUR BUSINESS PHILOSOPHY?
I treat my clients the way I would want to be treated.
WHAT MAKES YOU AND YOUR COMPANY STAND OUT FROM YOUR COMPETITION?
Customer service. We pride ourselves on it!
WHAT KIND OF CHARITY INVOLVEMENT DO YOU PARTICIPATE IN?
We are involved in the annual “Walk to End Alzheimer’s.”
BRAD OXENHANDLER, Financial Advisor
YEARS WITH COMPANY:
15
WHAT IS YOUR AREA OF EXPERTISE?
Helping clients achieve their financial goals, whatever the goal might be.
WHAT PROMPTED YOUR INTEREST IN THIS PROFESSION?
It was an opportunity to help people in an area where often times their expertise is limited. I feel that in a small way, I help people attain their lifetime goals.
WHAT MAKES YOU AND YOUR COMPANY STAND OUT FROM YOUR COMPETITION?
Our story desire to continually improve our clients’ investing experience.
HOW DOES YOUR PROFESSION BENEFIT THE COMMUNITY?
When people are successful investors, their success is shared with the community in a variety of ways.
RYAN GREEN, Financial Advisor
YEARS WITH COMPANY:
2
WHAT IS YOUR AREA OF EXPERTISE?
Developing customized financial strategies to help clients build, maintain, and protect wealth.
HOW DOES YOUR PROFESSION BENEFIT THE COMMUNITY?
In addition to sponsoring local events and supporting local businesses, we work with our clients to ensure they’re financially sound which I believe is a benefit to the community.
WHAT IS YOUR BUSINESS PHILOSOPHY?
We partner with our clients throughout their life. We take the time to understand our clients’ specific goals and take a comprehensive approach to develop personalized financial strategies.
JOHN KOESTER, Financial Advisor
YEARS WITH COMPANY:
13
WHAT IS YOUR AREA OF EXPERTISE?
Educating and empowering people so they have the knowledge and strategies to achieve their financial goals.
WHAT MAKES YOU AND YOUR COMPANY STAND OUT FROM YOUR COMPETITION?
Edward Jones focuses on the serious, long term investor. No matter your background, if you are serious about creating and achieving your financial goals, we can help.
HOW DOES YOUR PROFESSION BENEFIT THE COMMUNITY?
Financial advisors shape the future. We have the ability and the responsibility to improve the quality of life within our community.
ZACH SPENCER, Financial Advisor
YEARS WITH COMPANY:
6
WHAT IS YOUR AREA OF EXPERTISE?
Retirement saving strategies, retirement income strategies, insurance and annuities, and college savings.
WHAT PROMPTED YOUR INTEREST IN THIS PROFESSION?
While in the Marine Corps, I started investing with Brad Oxenhandler. I found it interesting how he helps people make important financial decisions and guide them to their goals.
WHAT MAKES YOU AND YOUR COMPANY STAND OUT FROM YOUR COMPETITION?
After we understand what is important to our clients, we use an established process to build personalized strategies and partner with them to keep them on track to reach their goals.
KELLY A. KRUSE, Financial Advisor
YEARS WITH COMPANY:
5
WHAT IS YOUR AREA OF EXPERTISE?
Helping families reach a variety of financial goals.
WHAT IS YOUR BUSINESS PHILOSOPHY?
My business philosophy is to learn about what is most important to my clients financially, use an established process to develop personalized strategies to help them reach their financial goals, and partner with them to ensure they stay on track throughout their life.
WHAT MAKES YOU AND YOUR COMPANY STAND OUT FROM YOUR COMPETITION?
Edward Jones has consistently demonstrated excellent client oriented values for over 90 years. Our firm truly cares about its clients.
D.J. THRASH, Financial Advisor
YEARS WITH COMPANY:
4
WHAT PROMPTED YOUR INTEREST IN THIS PROFESSION?
I enjoy the coaching aspect. Helping people understand and put in place investment goals is what I truly value.
WHAT IS YOUR BUSINESS PHILOSOPHY?
“Keep it simple.”
WHAT MAKES YOU AND YOUR COMPANY STAND OUT FROM YOUR COMPETITION?
As a company, we look to help all people in different facets of life achieve their goals. We genuinely care about our clients’ needs.
HOW DOES YOUR PROFESSION BENEFIT THE COMMUNITY?
It helps our community become more educated about saving strategies and retirement planning.
Edward Jones serves nearly 7 million investors from more offices than any other investment firm in America. We attribute a great deal of our success to our principles and personal, long-term approach to investing.
We have consistently been ranked among the best companies to work for by FORTUNE magazine, and our employees tend to stay with us for years. As a privately owned company, Edward Jones has a very personal feel that’s almost like family. And we’re very proud of that.