How We Help:
I am a financial advisor for a select group of families and businesses who are dedicated to creating, maintaining and growing their wealth through exploring strategies that fit their financial vision. You can expect consistent exceptional client service and recommendations in an honest, simplified and timely manner. We create an atmosphere of confidence and knowledge which brings with it years of relationships with the generations of families we serve.
Who We Are:
My career is my passion. I love to uncover the best solutions to complex problems and find great joy in understanding the intricacies of financial vehicles. I feel the most gratified when I know my clients can live a life full of joy and fulfillment without worries.
My team includes two extraordinary branch office administrators. Brenda Malamen joined Edward Jones in 2008. She is a positive, resourceful, capable and caring individual. She enjoys country music and many local events - especially going to the Sod Poodle’s games. Megan Wissler joined our team in 2016 with 9 years' experience in the financial services industry. Megan brings energy and fun to the office. She is always learning something new and ready to tackle the next challenge coming her way. Megan enjoys camping and fishing on her long weekends.
Outside of the office, I enjoy spending time with my husband Dale and our twin boys, Max and Dutch, along with Gourmet cooking, traveling, and new experiences.
Are We the Right Fit?
It all starts with getting to know you. After an initial discovery meeting, I will then do some "nerd work." Next, there are three most likely outcomes. First, you may be in good shape and I would suggest you continue doing what you are doing. Secondly, I may see some opportunities for improvement and suggest we partner together to improve your financial well-being. Lastly, if we aren’t the right fit for your situation, I will recommend a financial advisor better suited for you.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Intergenerational Planning
My Personal Interests
- Health & Nutrition
Phone NumberAshby D Dawson at (806) 355-3683
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