Helping people achieve wellness has always been my professional goal. After completing my master's degree in occupational therapy, I worked in various leadership roles in the healthcare industry for nearly 10 years. While I have a passion for helping others achieve physical wellness, I saw an even greater opportunity to help others achieve financial wellness and transitioned to Edward Jones in 2015. Today, my focus is to partner with clients in 26 states to uncover their most important financial goals and create customized strategies to achieve them.
Lisa, the Branch Office Administrator, and I take a holistic approach to understand our clients. We work to remove financial jargon, educate and simplify our process so that our clients can focus on their personal lives and loved ones. Our clients have a desire to learn, plan, grow and to partner together to achieve and protect their goals. We offer an in-depth, transparent appointment process to identify where you are today, where you want to go and if there are any gaps keeping you from getting there.
Our office is supported by industry-recognized analysts and strategists with the latest technology, all dedicated to helping you achieve your goals for financial security.
What you can expect from me:
- Personalized strategy based on your financial goals and comfort with risk
- Individual attention and prompt answers to financial questions and concerns
- Explanation of why I am suggesting a certain investment or strategy
- Education of what you can expect in volatility and return
- Clear explanation of costs
When I'm not working with clients, my husband, Seth, and I chase our young kids, Carter and Angela. We enjoy teaching our kids the value of teamwork and sportsmanship through their various youth activities and volunteering for school events. We spend time visiting family in Minnesota and North Dakota throughout the year. I’m also an avid hiker and enjoy hiking Colorado's tallest peaks.
- Entrepreneurs & Business Owners
- Employee Stock Options
- Retirement Savings Strategies
- Retirement Income Strategies
- Divorce Finances
- Estate & Legacy Strategies
Office Address5770 Gateway Blvd
Mason, OH 45040
Phone NumberDianna M Knudsen at (513) 398-2699
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