As an Edward Jones financial advisor, my focus is to provide wealth strategies to individual investors. I have built my business by treating clients as I would want to be treated, a simple idea that still makes sense in today's complex marketplace.
The area I enjoy most about being a financial advisor is my ability to establish trust and credibility with my clients. I believe my primary responsibility is to provide honest financial advice that offers ethical solutions for my clients to help meet their goals and interests. Most importantly, I want my clients to trust me. It's critical my clients know that I have their best interest at heart and I really do care about each one on a personal level.
I studied at Carthage College. I am Series 7 and Series 66 registered and, in addition, hold a license for insurance in health, life and long-term care.
My Edward Jones career started in 2010. I have received many Edward Jones awards including the Ted Jones Prospecting Award, the TNT Client Development Award and the Ted Jones Spirit of Caring Award. I also volunteer as a field trainer for new Edward Jones financial advisors.
I grew up in Rockford and currently live in Beloit with my husband, Scott, and daughters, Sara Grace and Abigail Faith. In my spare time, I love to spend time with my family, travel when able, fish and watch the Chicago Bears. I'm an active member of Faith Community Church in Janesville.
The Edward Jones personal approach to serving clients is a team effort. I am blessed to work alongside my senior branch office administrator, Jennifer Dahl. Jennifer started her career with Edward Jones in 2004 and is dedicated to providing you with the highest level of service possible. She grew up in West Dundee but has lived in the Roscoe area with her husband, Eric, since 2002. Jennifer has two grown children, Kyle and Alison. Please feel free to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- History and Museums
- Wine Collecting/Enthusiast
Office Address5302 Williams Drive
Roscoe, IL 61073 opens in a new window
Phone NumberHolly M Muth at (815) 623-3624
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