

Financial Advisor
Jennifer L Schoonmaker-Dasch
CFP®, AAMS®
503 East Center Street, Lexington, NC 27292opens in a new windowClient by Referral
Serving clients with $250,000
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Business Retirement Plans
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Business Retirement Plans
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Animal Rescue
- Traveling
- Community Outreach
- Pets
Team Members
Logan ChandlerRegistered Branch Associate Trainee
Tracy LeonardBranch Office Administrator
Samuel OdumBranch Office Administrator
Megan WilliamsBranch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
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