As your Edward Jones financial advisor, it's important to invest my time in understanding what goals you're working toward before you invest your money. Working closely with you, I can help determine the most appropriate customized financial strategy for you and your family utilizing our established process. The clients we serve best prefer a personal, more customized approach to wealth strategies and appreciate guidance that is common-sense, straightforward and easy to understand. No two situations are the same and our team enjoys taking on complexities that require a broad range of experience.
We will partner with you throughout your life as it is our top priority to understand what is primary to you as we develop and grow your short term and long-term strategies to help achieve your financial goals.
Serving our clients' best interest, without exception, is a responsibility we take very seriously. Every client in our practice has a financial strategy tailored to their unique situation. We have an emphasis on quality and clear process to help ensure that each client feels understood, in control and secure with all aspects of their financial life.
I joined Edward Jones as a financial advisor in 2009, opening the firm's 12th branch office in Evansville. Before joining, my family was a client for several years and always valued the culture of the firm.
A 1985 graduate of Ball State University, I hold a bachelor's degree in marketing with a minor in psychology. My husband of 36 years, Ken, and I have three children: Josh, Paige and Scott. Originally from Jasper, IN, I have lived in Evansville since 1998.
Jenni Vaughn, our Sr. Branch Administrator, has been with our team since November 2017. With a degree in business administration, she is a valuable resource to our clients and community delivering top notch client service. She exemplifies the dedication we have to our clients with a "can do" attitude across the board. She and her husband, Travis, enjoy being outdoors and have a love for animals. Ask her about her pets sometime.
We are here to partner, to listen and to customize your strategy to help you reach your goals and to be a resource along the way. Who else do you know that we can serve?
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Basketball
- Community Outreach
- Music
- Spending Time with Family
- Walking
Office Information
Office Address
608 SE 2nd StreetEvansville, IN 47713 opens in a new window
Phone Number
Janet A Schultheis at (812) 479-8215- Jenni Vaughn
- Sr. Branch Office Administrator
- Kelsey King
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Fri | 09:00AM - 03:30PM |
Sat | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Fri | 09:00AM - 03:30PM |
Sat | Closed |
Sun | Closed |
- Web Conferencing
Additional Hours
- Web Conferencing
- Jenni Vaughn
- Sr. Branch Office Administrator
- Kelsey King
- Branch Office Administrator
Branch Team
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