Jennifer Schoonmaker-Dasch, Financial Advisor

FINANCIAL ADVISOR
Jennifer L Schoonmaker-Dasch

CFP®, AAMS®
503 East Center Street, Lexington, NC 27292opens in a new window
Client by Referral
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Animal Rescue
  • Traveling
  • Community Outreach
  • Pets

Team Members

  • Beth Hawkins
    Associate Financial Advisor
    CFP®
  • Tracy Leonard
    Branch Office Administrator
  • Megan Williams
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(336) 237-0348

Fax

(855) 838-4421

Office Address

503 East Center Street
Lexington, NC 27292opens in a new window

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