As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, estate planning attorneys and life insurance specialists to execute needed actions.
During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their goals.
After being in the financial services industry for over 25-plus years, I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more knowledgeable when making decisions.
Tina has been part of my team for over 25 years and several years ago, we were joined by Cheryl. Together, our team is positioned to help you and your family identify what is most important to you and partner with you throughout your lifetime to achieve those goals.
I believe giving back to the community is very important and am involved in the Missouri Baptist Hosptial Board as well as the Hospital Foundation Board. In my spare time, I enjoy reading, hiking, snow skiing, traveling and spending time with my friends and family. My husband, Don, and I have four adult kids. Don also works for Edward Jones in the home office.
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
- Charitable Giving
- Divorce Finances
My Personal Interests
- Personal Fitness
- Spending Time with Family
- Animal Rescue
Mailing AddressPo Box 638
Sullivan, MO 63080
Phone NumberJen Aven at (573) 468-5845
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:00PM|
- Web Conferencing
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