I am a proud, second-generation financial advisor with Edward Jones, working alongside my father who began his career in 1993. I have witnessed his many long days and triumphs in this ever-changing business and am passionate to serve my clients just as he has for so many years!
Prior to joining Edward Jones, I attended the University of Minnesota-Twin Cities and graduated with a Bachelor of Science in business and marketing, and a minor in management. In 2016, I jumped at the opportunity to move back to my hometown and open the firm's fourth branch office in Austin.
Shortly after I moved back, I became a Chamber Ambassador and was honored to serve as Ambassador President in 2020. I was also named the 2020 Chamber of Commerce Volunteer of the Year. I enjoy welcoming new businesses, celebrating current businesses and creating professional development opportunities for chamber members. I am also a founding board member of Connecting Young Professionals, a professional and social network to attract and retain quality professionals to our area, and a mentor for students in the CEO Program.
At Edward Jones, I volunteer as the team captain for the financial advisors in Austin and serve as the chair for the Freeborn County Walk to End Alzheimer's. Edward Jones is the National Presenting Sponsor for the walk, as many of our clients, friends and family members have been affected by the disease. Outside of volunteering, I am likely spending time with family, golfing or looking for new recipes to try!
Whether your goal is to retire early, educate your children, manage your income in retirement or save money on taxes, I will work to understand what is most important to you. I use an established 5-step process to build personalized strategies and partner with you throughout your life to help you stay on track. Getting to know my clients through complex phases of life and seeing them achieve their goals is the most rewarding part of being a financial advisor.
- Portfolio Reviews
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Domestic Partner Finances
My Personal Interests
- Spending Time with Family
Office Address1405 15th Ave NW Suite B
Austin, MN 55912
Phone NumberJaclyn J Bird at (507) 437-7601
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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