Whatever your goals are – financially, personally or professionally – if they are important to you, they are important to me.
I am a holistic, goal-focused financial advisor working to help families achieve and maintain what is important to them both during their lives and into the next generations.
After over 15 years of professional opera singing and collegiate teaching, I decided to turn my skills of collaboration and personalized education towards helping people achieve their financial goals.
Like any good teacher, I listen to understand what truly drives you towards your dreams and I assess the risks and concerns you share with me. From there, we create a path forward through all the twists and turns life throws your way. This means I serve as your coach (to help create a game plan), your cheerleader (to keep you motivated and celebrate your accomplishments) and your co-collaborator (because working together is at the core of all we do).
Having managed my own small business, I have personally dealt with issues of cash flow, complex tax strategies and how to invest with irregular income. As a mom, I understand the many directions life can pull you in and the value of a flexible, personalized long-term strategy.
While my career has shifted from music to finance, I am still actively involved as a community member in music, education and in our church. My husband and I enjoy watching our children perform at their various music events. We also like to teach them the importance of delayed gratification by taking them on long bike rides and rewarding them with ice cream later.
If you are looking for a financial advisor, I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. Call or email today to schedule your appointment.
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- New Investors
- College Savings
- Entrepreneurs & Business Owners
My Personal Interests
- Art & Theater
Office Address16 E Main St
Marshalltown, IA 50158 opens in a new window
Phone NumberElisabeth G Bieber at (641) 753-4163
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