After more than a decade long career in the investment industry and nearly 20 years in finance, I joined the Edward Jones family of financial advisors in April of 2018. Prior to coming to Edward Jones, I had years to explore the many options of investment companies and quickly saw the quality and care in the process that Edward Jones uses.
Before entering the investment industry, I served in the United States Army Reserves and graduated from The Ohio State University. Being a third-generation business owner humbles me and fills me with great pride.
In our community, I get to be a member of the Indian Lake and Logan County Chamber of Commerce. During the week, you can often find me shopping the vast number of boutiques or indulging in our many restaurants in downtown Bellefontaine.
On the weekends, I spend the summer with family and friends enjoying all there is to do in my hometown of beautiful Indian Lake and in the winter, hitting the slopes at Madriver Mountain. During the school year, I still get to claim the role on my son's soccer team as an "official soccer mom volunteer".
Markedly, my time in the office is spent building relationships with my clients. My team works to understand what is most important, to provide personalized advice tailored to our clients' needs. Together, we partner over their lifetime to make sure they are staying on track. Helping people reach their financial goals is what I am most passionate about and what inspires me in my work. We are looking forward to finding out what is most important to you and your family.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- College Savings
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Phone NumberDanielle Goslee-Knerr at (937) 595-0056
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