I began my career at Edward Jones in 2008, in the midst of the financial crisis. Feeling the emotions from clients at that time has shaped my career. I want my clients to have confidence in their future and always be prepared to meet their long-term goals.
I started with Edward Jones because I am passionate about financial freedom. My family talked about finances openly, and I've come to realize how uncommon this is. As I've continued on in my career, I see how crucial these conversations are for retirement planning, estate planning and preparing for multi-generational wealth transfer. I feel so honored to be a part of these conversations for the families I serve.
As a limited partner in the firm, I was named a regional leader in 2018, and today I am responsible for 54 financial advisors in North West Indiana. I am passionate about serving others and I'm grateful to make an impact in this way.
I am originally from Wabash and have been back in the community for 12 years. My husband, Patrick, and I have two children, Will and Mia. A lot of our time is spent chasing these little ones around! We love playing outdoors and finding new adventures.
I strongly believe in community involvement. I currently serve on the board for the Honeywell Foundation and the Honeywell House. I have also served on the board for the Community Foundation of Wabash County, and I am a past Rotarian.
My senior branch office administrator, Shirley Pence, has over 38 years of experience and is dedicated to providing you with the highest level of service possible.
Relationships are key. I want to know what is most important to you, and I shape my advice around your purpose. In addition, the firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term goals.
Give us a call today. We look forward to meeting you!
Office Address58 E Hill Street
Wabash, IN 46992 opens in a new window
Phone NumberAmy Sullivan at (260) 563-8428
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