Located in beautiful Washington, our branch serves affluent long-term investors both in our community as well as all over the country. Investors who seek to understand the complexities of the market and are working towards achieving their financial goals with confidence turn to our office.

I started my career with Edward Jones in 2004 in our home office as an intern through their program with the business school at Maryville University. I was offered an opportunity to open the firm's third office in Farmington Missouri in 2007 and then transitioned my office to Washington, Missouri, in 2011. I have always loved helping others and giving back. In addition to being a financial advisor, I also serve on our leadership team and have held various roles through the years helping our firm, other fellow advisors and branch team members.

I'm dedicated to continual learning and development. I attended Maryville University and graduated cum laude in 2005 with a Bachelor of Science. In 2007, I earned my MBA. I have earned the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Asset Management Specialist™ designation.

Luann Peters is a Senior Branch Office Administrator in our office. She has been serving our clients since 2012. She is dedicated to ensuring every person that works with us is given the time and dedication they deserve.

When I am not at work, I am having fun with my husband, Jason, and our two kids, Ben and Kate. They keep us busy with all their various sports and activities, and we wouldn't have it any other way. I am an active member of the Washington Chamber of Commerce and Our Lady of Lourdes Parish.

Being raised by parents who were school teachers, I have a passion for teaching others. Our established process helps us identify and understand what is most important to the families we serve. We partner with our clients and their legal and tax professionals to develop personalized strategies to help them achieve their most important goals. I enjoy meeting new people and look forward to meeting you. Please, give our office a call to set up an appointment.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • New Investors

My Personal Interests

  • Active Lifestyle
  • Health & Nutrition
  • Reading
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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