Edward Jones, Eric Halverson
Investment services – Our mission is to help individuals reach their serious, long-term financial goals. Headquartered in Des Peres, Missouri in Greater St. Louis which serves investment clients in the US & Canada, through its branch network of more than 11,000 locations & currently have relationships with nearly 7 million clients worldwide.
Founded in 1922 – a full service brokerage firm & a private partnership – a structure that we believe gives us the independence to make long term decisions that are in the best interests of our clients & associates, without the pressures publicly traded companies face to need short term earnings forcasts. 401 (k) options, Community based neighborhood locations.
My wife, Amy, and I are both lifelong residents of the Caledonia area. I am a proud alumnus of The Carlson School of Management at the University of Minnesota with degrees in marketing and entrepreneurial management. After graduation we decided to move back home to be closer to family as we began our own. Amy is self employed as a cosmetologist in LaCrosse at The Buzz hair salon. We have three daughters, Tyla, Hadley, and Kyan. Together we enjoy playing games, the outdoors, and traveling.
I began my Edward Jones career in 2017 after being introduced to the opportunity by a long-time high school friend. After 10 years in the banking industry, Edward Jones became the perfect fit for me to further help those in my community. I take pride in the long-term relationships built with our clients and how we help them organize, build, protect and transfer their wealth throughout the course of their lifetime.
Wilma Schoh, my branch office administrator, has been providing service to our clients since she joined me in 2019. She and her husband, Dave, are also Caledonia lifelong residents. They love spending time with their grandchildren as well as their three growth children, Adam, Kyle and Amber. Wilma enjoys building one-on-one relationships with our clients.
At Edward Jones, every strategy we offer and every solution we recommend is based on what’s most important to you. We have built out business by treating our clients as we would want to be treated, a simple idea that still makes in today’s complex marketplace. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. My primary goal is to help individuals develop an investment strategy geared toward their unique, long-term goals.