My career with Edward Jones began in 2009 with the drive to give back, pay it forward and make a difference in the community. My team and I focus to help navigate personal finances and legacy implementation, small-business retirement plans and non-profit strategies. The more my clients achieve financially, the more a comprehensive approach is needed. I collaborate with tax preparers, bookkeepers, attorneys, real estate agents and other local professionals to give my clients added agility to help them achieve their financial goals and needs.
I don't simply scratch the surface when it comes to helping my clients, I strive to form meaningful relationships, provide sound advice and excellent service. In addition, I'm proud to hold the Accredited Asset Management Specialist™ and Chartered Retirement Plan Specialist™ designations, which focus on deeper knowledge in topics important to my client's financial health.
The Greater Akron community is better because of our strong non-profit organizations. It is an honor to guide my non-profit clients with cash solutions, retirement plans to encourage employee retention and solutions to extend grant and fundraising dollars.
Outside of the office, I serve as a board member for Limitless Ambition, Chapter EX – Medina of P.E.O. International, Summit Artspace and Birthcare of Medina. I also volunteer with Copley Community Outreach's Empty Bowl Committee, Stewarts Caring Place and Athena Akron's Notable Leader Q & A committee. I am a member of several local professional networking and chamber of commerce groups that have blessed me with great friends and connections.
My husband and I live on a small organic farm in Medina County. We love our rescue fur babies and look forward to adding farm animals to our mix soon. My enneagram is 2: The Helper, which shines through in every aspect of my life. Looking ahead at 2023, I'm hoping for peace, calm and happiness. What are your hopes?
Focus areas
- Charitable Giving
- Wealth Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing
- Insurance & Annuities
- Portfolio Reviews
Focus Areas
- Charitable Giving
- Wealth Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- Animal Rescue
- Volunteering
- Farming
- Gardening
- Bird Watching
Personal Interests
- Animal Rescue
- Volunteering
- Farming
- Gardening
- Bird Watching
Office Information
Phone Number
Gina A Betti at (330) 664-6030Branch Team
- Joanne Bases
- Sr. Branch Office Administrator
- Kelly Hysell
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
Branch Team
- Joanne Bases
- Sr. Branch Office Administrator
- Kelly Hysell
- Sr. Branch Office Administrator
Branch Team
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