As a financial advisor and limited partner with Edward Jones, I've been serving individuals and families since 1999, helping them identify and achieve their financial goals. I provide a select clientele with personalized service in areas of wealth strategies, including retirement planning, estate considerations and risk assessment. I believe in a holistic approach that begins by understanding what's important to you and clarifying your goals and expectations before investing any money.
Our established process enables clients to address the entire scope of financial concerns, including preparing for the unexpected, planning their estate as well as charitable giving, in order to tailor a strategy that is appropriate for you and your family. We will partner with you to track progress, adjust course when needed and celebrate the milestones, all while keeping you informed and in control every step of the way. And we are not alone - thousands of associates and advanced technology support our office to help ensure you receive the most current and comprehensive guidance.
Our ideal client seeks to design, implement and maintain a plan that helps to create financial security now and in the future. They have a desire to make informed and intelligent decisions that will have a substantial positive impact on their quality of life. With the support of my branch office administrator, Dorothy Kapelle, we strive to offer exceptional client service from our office in Columbia Heights, MN.
I was born and raised in the Twin Cities with my nine brothers and sisters. Being from a large family informs my desire to work with multi-generational families to navigate their financial goals. My husband, Tom, and I currently live in St. Louis Park and enjoy time at the cabin and cruising in our 1965 Corvette.
Relationships are critical, and in my view, meeting regularly builds strong relationships. At Edward Jones, we focus on you and pride ourselves on delivering an ideal client experience.
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
- Vintage Cars
Phone NumberBetsy Dunsworth at (763) 782-0085
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
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