Allowing someone into your financial world is a deeply personal and overwhelming decision. As a financial advisor for Edward Jones, I fully understand this, which is why I believe it is essential for me to understand what is most important to you and what you are working toward before investing your hard-earned money. I will work closely with you to determine a personalized strategy for you and your family. Whether you are saving for education, planning for retirement or protecting your estate, I am here to understand your risks and goals and to help you get to your financial destination successfully.
My passion for helping others started early in my career. While working at a credit union after high school, I witnessed different ways people could grow their money. I was intrigued by this and developed a deep desire to share these methods of working toward financial goals with everyone. I have the heart of a teacher and enjoy educating my clients about the investments options I present to them.
I consider my relationships with my clients to be of utmost importance, as they allow me to understand their very different and individual priorities. It truly warms my heart when I witness a client accomplish the financial goals we have established together.
Born and raised in west Michigan, I love it here. I believe we have the most beautiful state and thoroughly enjoy every season. As president of our local Kiwanis Club, I enjoy meeting people in the community. When I am not in the office or at a Kiwanis event, you can find me out with friends or family enjoying sporting events or a great concert.
If you are searching for a trusted financial advisor, I invite you to take that first step and call our office to schedule an appointment. My Branch Office Administrator, Lora Davis, and I are committed to delivering personalized client care with a familiar voice and a local presence. We look forward to meeting you.
- Retirement Income Strategies
- Business Retirement Plans
- Insurance & Annuities
- Hispanic Family Finances
- Charitable Giving
- College Savings
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
Office Address295 Main St
Coopersville, MI 49404
Phone NumberJennifer L Cobb at (616) 837-6490
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