I come from a family of educators, and I believe that desire for teaching and helping others is imprinted within my genetic code. I am able to help guide and empower my clients every day at Edward Jones.
I strive to understand your priorities, because once I do, I can help you identify specific financial goals and develop strategies to help you work toward achieving them.
We will partner together with your CPA, attorney and other professionals, and that will help me determine the most appropriate financial strategy for you and your family. We also have thousands of firm associates and advanced technology supporting our office to help you reach your financial goals.
I am a financial advisor, but I am also a wife and a mother of two young boys. When I am away from the office, I enjoy spending time with my family and completing projects around our home. My husband, Nate, is the operator of his family farm and our children, Jameson and Henry, enjoy following Dad around the farm and helping with chores.
I am very grateful for the opportunity that Edward Jones gives me to help serve our community. I volunteer for Junior Achievement to teach at Columbia City High School; I participate in the Business, Entrepreneurship, and Communications (BEC) Advisory Council meetings; and look forward to participating in the United Way Day of Caring project again this year.
My branch office administrator is Aaron Soellinger. Aaron has been a partner in our branch for four years but has worked within the financial industry for 12 years and customer service for 21 years.
If you have any questions, please do not hesitate to give us a call. We look forward to serving you and our community for many years to come.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
- Portfolio Reviews
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Phone NumberJordan A Mundy at (260) 244-4942
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