As a natural "people person/helper," my job as a financial advisor aligns perfectly with my passion. As an Edward Jones financial advisor, my top priority is to understand what is most important to you and to help develop a strategy to help you reach your financial goals. Whether your goal is to build wealth to attain your idea of financial freedom or to leave a legacy for your heirs, I will partner with you and work with you the entire way.
My teammate, Shannon Goebel, has over eleven years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
I am a Midwestern girl, grew up in Rochester, MN, attended college and received my undergraduate degree in behavioral science and law from the University of Wisconsin - Madison and have lived in Mineral Point since 2007. I currently hold FINRA 7 and 66 registrations.
My husband, Bob, and I have three kids that keep us crazy busy. If we aren't coaching them in soccer, we're likely outside fishing or hiking. I love to garden, cook and spend time with family and friends. In addition to helping people with their finances, I am a co-founder of Dodger Food Locker, a 501(c)3 non-profit that helps provide local elementary students facing food insecurities with food over the weekends.
Whether you are an experienced investor or want help getting started, give my office a call today. I look forward to meeting you!
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
Office Information
Phone Number
Elissa Allbright at (608) 935-9576- Shannon Goebel
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Connect on Social
- Shannon Goebel
- Sr. Branch Office Administrator
Branch Team
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