I grew up knowing that I wanted to help people. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they have confidence in their future. I focus on financial strategies that put them, their family and their goals at the center.
My senior branch office administrator, April Ford, joined Edward Jones in 2012. She has attended the firm's BOA Managing Partners Conference twice. Together, we use an established process to help clients build personalized strategies to reach their goals.
In 2012, I began my Edward Jones career as a financial advisor. Prior to relocating to the Lafayette area in 2018, I had an office in Carbondale, IL. I attended Truman State University and graduated cum laude in 2012 with a bachelor’s degree in business administration with a concentration in finance. In 2019, I earned my AAMS® professional designation.
I am an active member of the Rotary Club of Lafayette and Association of Women Business Owners (AWBO) and supporter of the Alzheimer's Association.
On a personal note, Ryan and I have been married for eight years. We have one son, Theodore, who was born in November 2017. We have two nephews and five godchildren. In my spare time, I enjoy bowling, competing with my husband in bowling tournaments, watching baseball and spending time with my family and friends.
April has three dogs, Jax, Judd and Oscar, and enjoys crafting, cooking and going on her Mini Cooper Adventures.
Areas of Focus:
Small Business - Focusing on the unique balance of business today while planning for the future
Adult Children - Caring and planning for aging loved ones while taking care of their own families
Corporate America - 401ks and tracking your retirement goals, education goals and estate considerations
Career Changers - Keep retirement planning on track through transition
Let us show you how we can make a difference. Call us today at 765-429-5289.
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- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- College Savings
My Personal Interests
- Spending Time with Family
- Community Outreach
- Board Games
Office Address1421 Union St
Lafayette, IN 47904
Phone NumberKarissa Mooney at (765) 429-5289
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