I have 22 years of experience with Edward Jones. In 1998, I joined the firm and worked in our home office, in St Louis, MO. After about four years, I decided to move back to my hometown of Springfield, MO and build a business in the community I have always called home.
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you will have more options when you retire, regardless of what you decide to do.
I have served Edward Jones in various leadership positions such as mentor, field trainer and women and inclusion advocate. I currently serve as a recruiting leader, one of four key leaders in my region. I hold Series 7 and 66 securities registrations. I received the AAMS® professional designation. The College for Financial Planning awards this designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. In 1997, I earned a bachelor's degree from William Woods University.
My senior branch office administrator, Tammy Carter, has been with Edward Jones and part of our branch team for over 14 years. She is dedicated to providing you the highest level of service possible. She is ready to assist you with any questions regarding your account.
My husband, Brent, and I have been married for over 15 years and have two children, Brooks and Annie. Brooks is 9 and loves all things reptile and Annie is 7 and a proud member of Springfield Ballet.
I find pride in my work and the fact that I get to help clients work toward achieving their goals. I truly look forward to getting to know more about you, your family and your goals.
My Personal Interests
- Home Improvement
Phone NumberKatie L Thieman at (417) 882-9696
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
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