I have been a financial advisor with Edward Jones since 2007. In order to better serve my clients, I earned my AAMS® and my CFP® designations. Prior to becoming a financial advisor, I earned an MBA from the University of Colorado and worked as a Director of Risk Management.
When I was a teenager growing up in Cedar Rapids, IA, my father and brother introduced me to the stock market, starting me down my investing path. I was fascinated with the market and spent years investing and developing my knowledge. I still find this field fascinating and love helping people not only reach their financial goals but also gain a strong understanding of the markets and how they work. I emphasize financial education and explain investing in terms that are easy to understand. I want my clients to be fully informed regarding the assets in which they are investing, the costs of their investments and an overall market history.
Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. I take the time to truly get to know my clients and construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.
Outside of my role with Edward Jones, I serve as a member of the Parker Chamber of Commerce and my local church. I am an animal lover and volunteer and support local animal organizations, including the Denver Dumb Friends League and The Wild Animal Sanctuary. I also enjoy spending time with my daughter and competing in dog agility and other activities with my two dogs.
- Business Retirement Plans
- Insurance & Annuities
- Retirement Income Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Divorce Finances
My Personal Interests
- Spending Time with Family
- Personal Fitness
Office Address19751 East Mainstreet Ste 273
Parker Sta Prof Offices 2nd Fl
Parker, CO 80138 opens in a new window
Phone NumberEydie M Hoeppner at (303) 841-3914
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