I love being part of something larger that makes a difference and that is why my business is so much more than a job. As an Edward Jones financial advisor, I have the opportunity to work alongside individuals like yourself, understanding what is important to you before making any investment decisions. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
My ideal clients are those that want to carefully and thoughtfully work towards financial goals that range from building wealth or planning for and living in retirement to saving for education expenses and leaving a legacy. I genuinely care for my clients and work with them through life's happiest moments, as well as its most trying times.
I was born in Nevada but grew up coming to Lodi to visit family every summer. I graduated from the University of Nevada, Reno with a Bachelor of Business Administration and moved to Lodi in 2010 with my husband, Jeremy, who is also an Edward Jones financial advisor.
Serving the community where I live is very important to me. I am actively involved in the Lodi Sunrise Rotary Club and Omega Nu and serve on the Lodi Crime Stoppers and Police Foundation boards. While not at work, I enjoy traveling, golfing, wine tasting and leisurely bike rides.
I am very fortunate to work in partnership with my branch office administrator, Nicole Ortiz, who believes that connecting with our clients is key in making sure they feel valued.
If you are looking to build a strong personal relationship with your financial advisor and their team, give us a call. We look forward to getting to know you.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
Phone NumberErin Lenser at (209) 426-5107
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