As a limited partner with Edward Jones, I have found that the key to success lies in using good listening skills. Learning about each client and their investment objectives allows me to create a customized financial strategy that will help them to achieve their goals. This simple premise is the foundation on which I have been able to build a successful practice with satisfied clients for over 12 years.
I joined Edward Jones to help make a difference in people’s lives. I am passionate about my clients, their families, their dreams and their goals. I want to know what is most important to them. Listening to my clients and educating them about their finances and options are my greatest strengths. Making investing easy to understand for my clients is a key element of our relationship.
I opened my Edward Jones office in Brighton in 2007 and became a limited partner in 2015. In our office, teamwork is an essential element to maintaining a high level of client confidence and satisfaction. Our branch office administrator, Sharon Lapham, is dedicated to doing what is best for our clients, maintaining a high level of operational excellence and serving our clients with loyalty, passion and care. Together, we have taken our business to the next level for our clients with a focus on raising expectations of what a financial investment firm can do for them.
I previously worked in the real estate industry for 15 years, holding a Broker’s License for 12 of those and focusing my efforts on new construction homes. I earned a Bachelor of Music degree from the University of Wisconsin – Madison, and have lived and worked in the Brighton area since 1993. My husband, Brian, and I have been married for over 30 years and have two sons, Derek and Jacob. In our leisure time we enjoy golfing, boating, sailing, music and wine collecting.
I look forward to serving the needs of my clients with high quality execution and professionalism for many years to come.
My Personal Interests
- Wine Collecting/Enthusiast
Phone NumberDebbie Leek at (810) 229-7895
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