George N Koepp

George N Koepp

Financial Advisor @Edward Jones

Kansas City, MO, US
EMAILS
g••••••••@edwardjones.com
MOBILE NUMBERS
+18•••••••77

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WORK HISTORY

Sep 2006 — Present

Financial Advisor @Edward Jones

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I have built my practice by providing financial education and helping people see investing as an opportunity, not as a challenge based in fear. I also work with business owners to help reduce their exposure to taxes and meet the insurance needs of employers and their employees. Financial conversations should be private, concise and ongoing. Life events impact decisions. A job loss, birth of a child, divorce, retirement or death of a loved one can change life in an instant. My goal is to ensure that my clients are prepared and to be a resource to them when the unexpected happens.Restaurant Management :Prior to becoming a financial advisor, my career in restaurant management spanned 15 years in a variety of leadership roles.

SKILLS

Portfolio ManagementSeries 7Aams Accredited Asset Management SpecialistMutual FundsSeries 66Investment StrategiesAsset AllocationStrategic Financial Planning

ABOUT GEORGE N KOEPP

I believe that a financial advisor is more than a provider of investment products. Over…

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