I am a client-centric financial advisor and dedicated long-term partner. My vision is to create a high level of confidence and security for my team and our clients. My team consists of Daija Osiyemi, a former community support specialist, and Maria Lacy, a seasoned business administrator. Together, we emphasize consistent communication and work to ensure that clients feel understood and valued.
Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to learn about my clients on a personal level and develop tailored solutions to meet their needs. Once the strategies are implemented, I maintain regular communication to ensure that my clients’ strategies continue to match their ever-changing lives. When beneficial, I collaborate with their tax and legal professionals, always respecting confidentiality.
I care deeply about my clients, many of whom have become like family. I love the opportunity to make a genuine difference in people’s financial lives. My clients appreciate my guidance as they navigate through the ups and downs of life.
I have been a financial advisor with Edward Jones since 2005 and have spent my entire career in the financial services industry. Within the firm, I have served in numerous leadership roles in my region and area. As a current Area BRIDGE Leader, I champion inclusion and lead others in the advancement of that important work. In my free time, I enjoy art, traveling and spending time with friends and family. My husband, Shannon, and I are proud parents of two young professionals.
If you are interested in learning more about how my team and I can help you address your complex financial needs, contact my office today.
Phone NumberJody L Frank at (573) 442-0504
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