
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
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In 2019, I transitioned to Edward Jones as a financial advisor in order to work with clients on a more personal level. When people hear financial advisor, they think that person works with money. I would challenge that and say I work with people. Getting to know you is important to me; what's important to you?
Our team wants to get to know who you are, your family, your plans in life and your dreams. We want to personalize your strategy for those goals and partner with you each step of the way to reach them. We want to bridge the gap between education, financial goals and an action plan to reach those goals for individuals in our community.
So, are you the person who hasn't planned for buying a home, let alone thought about retirement? Are you a plant worker thinking about retirement, but not sure if you have enough to live how you want after leaving the job? Have you changed careers recently and aren't sure what your options are for that old 401(k) or what you should be contributing to the new one? Do you have kids or grandkids and wonder how you can help pay for their college education someday? We are here to help.
On a personal note, my husband, Drew, and I were born and raised in Gallia County where we currently live with our son, Ben. We enjoy family time together, cooking, motorcycle rides and many outdoor activities. I enjoy attending and volunteering for community events; I'm a member of the Gallipolis Emblem Club and on the board of directors for the River Valley High School Alumni Association.
Our Branch Office Administrator, Jessica Edwards, her husband, Adam, and their twins, Alex and Briella, also live in Gallia County. They enjoy hiking, travelling, spending time with family and attending community events as well.
Building a relationship with you is what allows me to develop a personalized strategy for your financial goals. That relationship starts with a conversation. Give us a call at (740) 441-8985 to chat; we look forward to talking to you.
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | Closed |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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