Edward Jones

Lots of questions out there about what the markets are doing. https://www.edwardjones.com/market-news//weekly-recap.html

Lots of questions out there about what the markets are doing. https://www.edwardjones.com/market-news//weekly-recap.html

After several years of commuting from Roseville to my office in Napa, I've moved my practice to Elk Grove in order to be a bit closer to home and my growing family. I have a wonderful office manager named Karen, and love all meeting all of the clients that have been working with the Elk Grove branch. Stop by and say hi!

I am so thankful to have such wonderful clients! Happy New Year to all of you, and thanks for your partnership. Here's to a terrific 2019!

Big changes in our office today, as Sue Schwitalla steps down to part-time status at Edward Jones in preparation for her upcoming retirement. Thank you, Sue, for the seven years of loyal service to our clients. And a heartfelt welcome to Sue's replacement, Taitlyn Dompor. We are glad you are here!

Had a great meeting today with a distraught client whose life is taking a huge unexpected turn. We were able to incorporate all of the changes into her retirement plan in a half hour and she left smiling with a rock-solid strategy for moving forward. These are the moments I love the most about this career.

Next year will mark the 30 year anniversary of my uncle Wayne (AKA Bob) Lockhart opening this office. Today I'm meeting with one of his very first clients! Proud of our legacy. Here's a pic of both Lockharts who have served clients at this office before me, as well as our buddy Ed.