I am a financial advisor primarily serving a select group of very hardworking "savers" who live within their means and want to achieve and maintain financial security. I love my career and find it most gratifying when I can help those in very important transitions, such as planning for retirement or with the loss of a loved one or divorce.
Edward Jones has developed and refined a process to serve as a roadmap for achieving that security, first by understanding what's important to you, and then building personalized strategies to help you reach your goals and partnering with you throughout your life to keep your journey smooth.
In 2016, I received the CFP® professional designation. The Certified Financial Planner Board of Standards, Inc. awards CFP certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Code of Ethics and Professional Responsibility and comply with the Financial Planning Practices Standards.
I live in Cape Girardeau with my husband, Rick. I enjoy giving back to our wonderful community, leading medical teams to Haiti and promoting healthy lifestyles.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
- Active Lifestyle
- Health & Nutrition
Office Address2820 E Jackson Blvd
Jackson, MO 63755 opens in a new window
Phone NumberCheryl A Mothes at (573) 243-7798
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