Since high school, I have known that my life's work is helping other people live their best life. Often, our worries and anxiety around finances keep us from doing that. As an Edward Jones financial advisor, I work with clients to understand where they are financially, envision where they want to be and create a strategy get there. Working together, I help clients reach their goals and be free to take advantage of the opportunities they choose.
My team at Edward Jones is committed to providing a customized experience. We bring together knowledge and tools so that clients have quality choices when it comes to their finances. Whether you are ready to begin saving for retirement, need to consolidate previous retirement plans, plan for education or consider the legacy you want to leave, I will help you create a strategy to help turn that vision into reality.
I am excited to return to Ohio, put down roots in Miamisburg and walk with clients as they create lasting wealth. I grew up in Cincinnati and moved to Illinois after college to work with churches developing children, student and family programs. Most recently, I left a role consulting with nonprofit boards and leaders across Illinois helping with fundraising, board organization and leader success. I missed making a direct and tangible difference in the local community. In my work and life, I have continually witnessed the importance of investing early and the lasting impact that can make on future choices from employment and housing to education, travel and giving. Working with Edward Jones combines those passions as I work with individuals, families and businesses to create a strong financial foundation for the future.
Outside of business, I am the proud mom of two children and spouse of a biology professor. As a family, we spend time with grandparents and seek out new hiking trails. I enjoy running, connecting with new people, leading a Girl Scout troop and traveling.
Christina Lafaille, the Branch Office Administrator, and I look forward to working with each of our clients. Give us a call or email to set up an appointment, and we'll work together to reach your goals.
- Retirement Savings Strategies
- New Investors
- College Savings
- LGBT Finances
- Charitable Giving
- Socially Conscious Investing
Office Address10 S Main St
Miamisburg, OH 45342 opens in a new window
Phone NumberAmy Shreve at (937) 859-1955
|Mon||08:30AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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