Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones because I discovered their core values aligned with mine. We treat our clients as we would want to be treated. I partner with individuals and small businesses to create and implement specifically designed financial strategies to help them reach the goals which are most important to them. I realize life happens through your saving and investing years, so I will help you adapt your strategy at every turn to help you have a clear path to achieving your vision.
I joined the financial services industry in 2008 after working nine years in healthcare. In 2015 I came to Edward Jones and am proud to work with a company which gives me the opportunity and foundation to build a practice that is client-centered and focuses on creating goal-specific wealth strategies.
I live in North Hudson with my husband, Andy, and our daughter, Reagan. We spend our time enjoying the outdoors, gardening and traveling along the North Shore of Lake Superior where we hike by the lake whenever possible. I grew up in Stillwater, MN and love the St. Croix Valley, where I have spent nearly my entire life. I am looking forward to spending the rest of my career serving this community and its residents.
I believe that everyone, regardless of their background, status or history, deserves to be heard, respected and treated with kindness and integrity. These are the values I work to instill in my daughter and how I treat every client that comes into my office. There are so many questions surrounding the topics of building wealth, retirement and income distribution, social security, wealth protection and college savings. Having a personal relationship with a financial advisor you trust can make a significant difference as we work to make these complex topics easier to understand. Your unique goals are important to you and therefore, they're important to me. Together, we can formulate a strategy to help get you where you want to be.
Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments. I can help you develop a strategy for working toward your retirement goals.
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Military Professionals & Veterans
- Employee Stock Options
- New Investors
My Personal Interests
- Community Outreach
Phone NumberKatie Robbins at (715) 377-9812
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