Making sense of investing begins with knowing what you want your money to do.
While working with my clients, I believe that educating and explaining financial concepts is just as important as the recommendations that we make here at Edward Jones. I can show you the value in investing and help you get more out of your accounts.
I use an established process so that you can understand what is required in order to achieve your financial goals, whether it be saving for retirement/living in retirement, saving for a home and/or paying down mortgage, kids' education, or ultimately - just what's important to you.
I will take care of your finances with your best interest in mind by providing timely advice and effective strategies. I believe in focusing on quality investments, personal relationships and service. I will partner with you throughout your lifetime to help ensure you are going to achieve what you dream of.
Prior to Edward Jones, I worked in the oil and gas sector for roughly 16 years. I chose the financial sector because I was keen on empowering individuals and reducing anxiety regarding family finances, something we struggled with as a young family until we turned to a financial advisor a few years back
Born and raised in rural Alberta, I was a high-energy, adventurous youngster, who enjoyed playing multiple sports. As I grew up on an acreage I played in the dust and mud and wasn't afraid to get my hands dirty. I have been married to my beautiful wife for sixteen years and we have two spirited children. Our love of sports and camping are how we spend our time throughout the year.
I'm always looking to meet new people and I'd love to get to know you. A simple meet to get acquainted, is all it takes and I can find out what's important to you - together, we can create a quality financial strategy to help guide you towards your personal short and/or long-term financial goals.
Thanks for giving me the time today and I look forward to meeting in the near future.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Protection Strategies
- Education Savings Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Phone NumberJeff Herman at (403) 257-2585
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