Edward Jones - Financial Advisor: Cameron T Kershner

My wife and I have been using Cameron as our financial advisor for 10 years. He and Amber work great as a team keeping us informed about our investments. I highly recommend them for your financial planning needs.

We have been with Cameron for five years. Our initial goal was simple; bring our various investments under one roof, consolidate our plans and transition to retirement. (Done) Well, that was just the start as our discussions have progressed to include retirement goals, investment and inheritance planning, RMD’s, tax planning and harvesting outside investments. Cameron has supported us throughout this process and continues to ask questions, modify the plan and provide advice as we move beyond the original goal.
Additionally, Amber provides office support, communications, scheduling and e-signing which are all handled efficiently and make it easy to work with them.
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I have been working with Cameron for almost 10 years, and it has been the best decision I have made with my finances. He was a major help during COVID planning, and has been there through my job changes, my new business and major family events.