Edward Jones-Financial Advisor: Luke Johnson

Who we serve-
We serve individuals, families, and business owners, helping work toward their financial goals so they can focus on the things in life that bring them joy, purpose, and fulfillment. Each client comes to us because they have accumulated assets and desire help in developing a strategy to retire in comfort, navigate a major life transition, or pass along a lasting legacy to future generations. What we look for in clients-
Individuals and families who are goal oriented and looking for financial guidance and leadership when it comes to working towards those goals. They tend to be motivated when it comes their career and personal goals and are looking for someone to understand what is important to them, and partner with them to work toward accomplishing those goals in a strategic manner. How we help our clients-
We help our clients organize, grow, protect, and transfer their wealth. Dealing with current or old 401ks, IRAs, Stock Options, RSU's, or various other financial assets, we help you understand how these all work together toward your goals. Our clients receive ideas and guidance that aligns with their goals and risk tolerance. We believe that your investments should be tailored to your specific needs. We believe in collaborating with your tax professional and attorney on key decisions as we navigate the twists and turns of life, partnering together to keep you on track. Final thoughts-
My background in engineering and non-profit work brings together a combination of both strategic thinking along with a strong desire to help. I truly enjoy the opportunity I get to serve as a financial advisor. On a personal note, I enjoy spending time with my wife and 5 kids, being involved with our local church, enjoying the outdoors, and staying active in my 30+ soccer league. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.