I joined Edward Jones in January 2019 after a 30-year career in banking, where I served in several roles ranging from front line staff to management. The driving force behind this change was that my position no longer allowed me to interact with clients and build relationships. I missed that opportunity and am so happy that I made the change.
I grew up in Cherry, IL, and my husband and I raised our four children there. Being part of a small community, relationships have always been very important to me.
I enjoy working with clients of all ages. As the mother of young adults, it is very exciting for me to help this group to get started with investing. It is also wonderful to help others of my generation to determine if they are on track to retirement. As a daughter, I enjoy working with clients of my parents' generation to help ensure they are on track to continue to live the way they want to and to help ensure their spouse or children can benefit as well.
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.
We welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
I'd love the opportunity to sit down and talk with you and determine what we can do together to help you reach your financial goals!
- Retirement Savings Strategies
- Retirement Income Strategies
- Divorce Finances
- Portfolio Reviews
- New Investors
- College Savings
My Personal Interests
- Spending Time with Family
Office Address3030 4th Street Suite A
Peru, IL 61354 opens in a new window
Phone NumberKathy L Pullam at (815) 780-1307
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