In 2003 I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. It is my goal to help people meet their everyday financial goals and not offer just a product, but rather, provide an experience. Our financial health determines so much of our life's trajectory and I find purpose in helping my clients organize, plan, protect and transfer their wealth.
On a more personal note, I was born and raised in Venango County. My husband of over 20 years, Mike, and I also raised our children in the area. I have worked in the finance industry for 29 years, starting in banking and now as an AAMS® certified financial advisor. I feel very fortunate to serve the clients in our region and am eager to meet others that can benefit from the personalized service that my team and Edward Jones delivers.
Our office is a professional setting where investors can talk openly and confidentially about their financial goals. We share a mutual respect, trust and genuine interest in our clients. We have a positive impact in their lives because we understand who they are and what is important to them. We provide solid and consistent financial guidance and communication striving for flawless client service.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Insurance & Annuities
- Portfolio Reviews
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Insurance & Annuities
- Portfolio Reviews
Office Information
Office Address
105 E 1st StOil City, PA 16301 opens in a new window
Phone Number
Donna J Rapp at (814) 676-1151Branch Team
- Kodie Earp
- Sr. Branch Office Administrator
- Deb Thompson
- Branch Office Administrator
Branch Team
Connect on Social
Branch Team
- Kodie Earp
- Sr. Branch Office Administrator
- Deb Thompson
- Branch Office Administrator
Branch Team
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