Your Financial Future - My Passion and Purpose
I joined Edward Jones after my family and I had been clients for a while. This experience has afforded me the sharp ability to relate to you and deeply connect with you. My primary focus is to learn what's most important to you. With Edward Jones's vast array of resources, tools and established processes, I will develop tailored financial strategies to help meet your specific needs. I will partner with you for life to help keep you on track. Helping you achieve your future financial goals is a calling for me, not just a career.
Putting you first is Edward Jones' number one core value and, indeed, my first and foremost priority. Rooted in Midwestern values, our philosophy has served us well for over a century. When you are here, you become a valued member of the Edward Jones family. This was the distinguishing characteristic that sets this firm apart for me, as a client then, and as a financial advisor now.
Prior to joining Edward Jones, I held leadership positions as a fundraising professional in the nonprofit sector, including at two local universities. I am skilled at building meaningful and long-lasting relationships. I am grateful for the privilege I've enjoyed interacting with people from all walks of life. This diversified exposure has instilled in me the sense of “being of service” when working with you.
Central Indiana has been home for me for over 25 years. I hold a master's degree from the IU Lilly Family School of Philanthropy and a bachelor’s degree in economics with a major in finance from Marien Ngouabi University in the Congo. I served as a volunteer for many organizations. Currently, I am a board member for New Hope of Indiana and Congo Helping Hands. My American Dream life story has been featured in the book "New Faces at the Crossroads" and in the recent BBC documentary "Miriam's Great American Adventure." My family lives on the northeast side of Indianapolis.
I look forward to the opportunity to be of service to you, your friends and family.
- Entrepreneurs & Business Owners
- Wealth Strategies
- Charitable Giving
- College Savings
- Retirement Savings Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
Office Address9249 E 141st Street
Fishers, IN 46038 opens in a new window
Phone NumberJose Lusende at (317) 436-9922
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need 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 quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More