When I was in my late teens, I had a relative that lost her husband in a tragic car accident. There was no financial protection in place and the wife had no idea how to manage the finances. This was a huge impact on me in two ways. First, I did not ever want to be in that position to have no understanding or financial strategy. Second, I did not want to see anyone else go through that either. That is when planning for financial futures became a passion for me.
I enjoy partnering with individuals and businesses to identify and find solutions for their own unique financial situation. Every client has a different need; we uncover what that need is and use an established process to develop a strategy to help accomplish the goal. The culture and philosophy of Edward Jones is doing what is right for our clients.
My branch team takes pride in knowing what is important to you. Knowing your goals allows us to provide services and suggestions that are aligned with those goals and your risk tolerance. As a business owner and investor myself, I understand the issues and challenges that you go through on a daily basis and can help you avoid common financial pitfalls.
I have a husband of 28 years and two grown boys. I love spending time outdoors, especially with my English Lab, Old Dan, who I refer to as my third son. My family founded a nonprofit organization that focuses on educating youth about archery, the outdoors and leadership.
My administrator, Candice, has been with Edward Jones since 2014. She has a background in tax accounting and human resources. Candice serves many community boards and committees. She has a husband of 21 years and two children. Candice loves spending time with her family and being in the outdoors.
We look forward to serving you. Schedule an appointment today!
Office Address1223 E Buchanan St
Winterset, IA 50273
Phone NumberKarin Holder at (515) 462-4426
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