It was when I was a young child that I first learned about money. Growing up on a farm, my childhood looked a lot different than most. I thought every kid:
-did cattle chores before and after school
-drove heavy equipment
-got a commercial driver's license in a 2-ton grain truck at 16
-learned about the livestock, grain and futures markets
It was my dream to attend a prestigious college to prepare for my career. The University of Illinois was that place. I earned a degree in agribusiness, focused on economics, finance and how it all went together on Wall Street and in the agriculture industry.
I was made aware of this career by a simple ad in the newspaper. A firm was looking for a financial advisor. I knew immediately that was what I wanted to do. It all happened in September of 1987, one month before Black Monday. Later, as an experienced financial advisor, Edward Jones invited me to join their firm. I refused. Luckily, they were persistent. Nearly 20 years later, I took a leap of faith and changed jerseys! I serve as a comprehensive financial advisor, and I focus on what is most important to my clients. I am passionate about crafting personalized strategies for each one of them so they can achieve financial independence.
While I joke about how long it took me to get to Edward Jones, I believe it is a perfect fit. My prior experience was critical to my success. This journey included earning my CFP® certification and working in trust administration, estate planning, planned giving, mortgage and banking.
My husband and I have been together since I was 15 years old. Jim, an electrical engineer, has his own engineering firm. We have three grown children and two granddaughters. Jim and I enjoy travelling, scuba diving and kayaking. We are actively involved in our community.
I am so fortunate to have picked up that newspaper in 1987. Thank you for reading my story. Please contact me today at 574-875-1541 or [email protected]. I can't wait to meet you!
My Personal Interests
- Spending Time with Family
- Health & Nutrition
- Traveling
- Bird Watching
- Scuba Diving
Personal Interests
- Spending Time with Family
- Health & Nutrition
- Traveling
- Bird Watching
- Scuba Diving
Office Information
Phone Number
Katherine G Grusy at (574) 875-1541Branch Team
- Kristina Hostetler
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Kristina Hostetler
- Sr. Branch Office Administrator
Branch Team
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