I grew up always knowing that I wanted to help people. Now, 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. I enjoy my work most when we make a plan that allows them to have fulfillment in life.
My senior branch office administrator, April Ford, joined Edward Jones in 2012. She has attended the firm's Branch Office Administrator 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. In 2022, I obtained my CERTIFIED FINANCIAL PLANNER™ certification.
I am an active member of the Rotary Club of Lafayette and Association of Women Business Owners (A.W.B.O.) and supporter of the Alzheimer's Association. I am a member of the Gold Key Society of the Community Foundation of Greater Lafayette.
On a personal note, Ryan and I have been married for 11 years. We have a son, Theodore, 4, and a daughter, Layla, 1. We have two nephews, two nieces and five godchildren. In my spare time, I enjoy spending time with my family and friends, bowling, watching baseball and traveling.
April has a dog, Jax, and enjoys crafting, cooking and going hiking with her dog.
Areas of Focus:
Career Changers - Keep retirement planning on track through transition
Adult Children - Caring and planning for aging loved ones while taking care of their own families
Small Business - Focusing on the unique balance of business today while planning for the future
Corporate America - 401(k)s and tracking your retirement goals, education goals and estate considerations
Let us show you how we can make a difference. Call us today at 765-429-5289.
Connect with me on LinkedIn
Follow me on Facebook
Focus areas
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- College Savings
Focus Areas
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- College Savings
My Personal Interests
- Bowling
- Spending Time with Family
- Community Outreach
- Pets
- Board Games
Personal Interests
- Bowling
- Spending Time with Family
- Community Outreach
- Pets
- Board Games
Office Information
Office Address
1421 Union StLafayette, IN 47904 opens in a new window
Phone Number
Karissa Mooney at (765) 429-5289Branch Team
- April Ford
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- April Ford
- Sr. Branch Office Administrator
Branch Team
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