2022 marks 10 years as a financial advisor with Edward Jones, and I am deeply grateful to have been able to help so many clients work toward achieving their financial goals throughout the years. I have built my practice on a strong foundation of experience and dedication to my clients, which has enabled me to deliver a comprehensive service - including financial, insurance and investment advice. In order to serve my clients, I have obtained the Certified Financial Planner(tm) (CFP(r)) professional certification. The Certified Financial Planner Board of Standards Inc. awards CFP(r) certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP(r) Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. In addition to my CFP(r) certification, I also hold my Series 7, Series 66 registrations and insurance, life and health licenses. I attended Roanoke College and Bluefield College (both in Virginia) and graduated with a bachelor's degree in business management. I also received my MBA in 2005 and a master's degree in accountancy in 2009, both from University of Phoenix. I became a limited partner at Edward Jones in 2019. I am married to Courtenay Cunningham and have two boys; Niall and Eagan. Branch office administrator Nikki Focht is dedicated to providing clients with the highest level of service they have come to expect. Our team is here to help you achieve your financial goals. It all begins with a conversation, so give us a call or stop by to get started.