06/05/2026
📌 Office Closing Early Today
Today our office will close at 10:00 a.m. as our team dedicates time to long-range planning.
As I approach my 34th year with Edward Jones, I’ve been reflecting on a question: What will clients and their families need from a financial advisor not just five years from now, but 10, 20, or even 30 years from now?
The financial world continues to evolve. Technology changes. Expectations change. Communication changes. Yet the need for trusted advice remains.
Today we’re stepping away from our desks to think about how we can best serve not only our current clients, but their children, grandchildren, and perhaps even great-grandchildren.
I’d love your input.
What do you think future generations will expect from their financial advisor? What should never change? What absolutely must change? What services, technology, communication, or experiences do you believe will matter most to the next three or four generations?
Feel free to share your thoughts in the comments, send us a message, or mention it the next time we visit.
After all, the future isn’t something that happens to us—it’s something we help create.
We’ll be back on Monday!