With more than three decades of financial planning experience, Eldon has accumulated the knowledge and perspective to help you pursue your financial goals. A founding member of Equity Wealth Partners, he believes the most successful wealth management strategies look at the big picture. It’s this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to clients’ best interests, that sets him apart.
He dedicates himself to managing and preserving wealth for families and individuals, working to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources.
Before beginning his career in financial services in 1985, Eldon worked in education as a teacher, counselor and superintendent. Education has been a constant in his life. He has earned the Certified Financial Planner™ certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning, and earned degrees from Graceland University, University of Nevada-Reno and Northern Illinois University.
Originally from Newark, Illinois, he resides in Blue Springs, Missouri, with his wife, Bonnie. They have been married 51 years and are active in their church, having led college-age adults on mission trips to Belize for the past two decades. They also love spending time with their four children and 13 grandchildren.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.