I began working with Edward Jones in 2016. Coming from a banking background, I always knew helping people achieve their financial goals was a passion of mine. I hold a Bachelor of Science degree in business management, which helps in running an efficient and successful branch office.
My husband, Bryan, and I are originally from Minnesota and Wisconsin, but we fell in love with the mountains and decided to make Colorado our home. We have a son, Marshall, who was born in 2019. He is our greatest adventure and our best love. In addition to Marshall, we have three dogs that get a lot of couch snuggles and playtime outside. We really enjoy spending time with family and friends, new or old.
The financial world can sometimes seem like a foreign territory; I can work one-on-one with you to help determine the most appropriate financial strategy for you and your family. Trust is one of the most important factors when working together, but I understand trust must be earned and I will do my best to earn yours. My goal is for you to understand what you have and why you have it. We will partner together throughout the years to come to make sure your finances align with your life goals.
I truly care about everyone I work with; you become more than a client to me, you become family.
My Personal Interests
- Spending Time with Family
Office Address2450 35th Avenue Court
Greeley, CO 80634
Phone NumberChelsey A Schroeder at (970) 330-1193
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