Edward Jones | Shane Theriot

About

Finding a financial advisor doesn’t have to be overwhelming. 

If you are new to investing, want a second opinion, are new to the area or are unhappy with your current financial advisor, I’d welcome the opportunity to meet with you. 

What to expect from your initial visit: 

A conversation... To get to know you and what’s most important to you. We want to find out what you would like to accomplish by working with us. What are your goals? How does your current financial picture look? These answers will help us determine if we are a right fit for one another. 

Before we conclude our conversation, you will learn: 

If you’re on track – I will encourage you to continue doing what you’re doing! 

If you could use some help but we’re not a right fit, I will point you in the right direction. 

If you need help, I will offer to work with you. 

If you choose to work with us, you can expect: 

A strategy... Designed with personalized recommendations to help you achieve your short, medium, and long-term goals. 

A lifetime journey together ... Including continuous monitoring of your portfolio and goals, helping you adjust when necessary along the way, and keeping you informed as we navigate life’s milestones. 

Access... Directly to me by email, text or phone. There is no hassle with an automated service. We have committed to reply or return your text/call within 24 hours during the week, if not the same day. 

Transparency... We believe you should know how you pay to work with us and what you pay. You get to decide how you work with us. 

What makes me different is that I am not a salesman. You will never feel pressured while working with me. You should not do business with me until you are completely comfortable, and I’ve earned your trust. 

My clients’ financial security is my number one priority. I'm dedicated to making a meaningful difference in their lives. We are here to guide you and help empower you to make informed financial decisions. 

If you value trusting personal relationships and professional advice, you will appreciate our service and understand our value. You deserve candid and honest feedback, and to know you have a dedicated team helping care for your needs. 

Let’s have a conversation.