As an Edward Jones financial advisor, it is a joy and a passion to help my clients identify and achieve their financial goals. Whether those goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we offer investment solutions tailored specifically for each individual.
At Edward Jones, we are focused on you. It's important to me to find out what's important to you so that we can develop a plan that you are comfortable with and that works for you. Once we have established that plan, we continue to monitor its progress together and make adjustments as necessary to keep the plan on track. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
I attended Saginaw Valley State University and graduated cum laude with a Bachelor of Science degree. Along with many hours of continuing education opportunities, I have also completed the rigorous requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ professional.
My husband, Luke, and I have been married since 2010 and we live in Freeland with our three children. We are very involved with our church community as well as our children's extracurricular activities and school, where I serve as the president of the school board.
It is an honor to serve family, friends and loved ones across the country. Call today to schedule a time for us to get to know each other and let me show you how I can be of service to you.
Focus areas
- Retirement Savings Strategies
- New Investors
- Portfolio Reviews
- Insurance & Annuities
- Wealth Strategies
- Intergenerational Planning
Focus Areas
- Retirement Savings Strategies
- New Investors
- Portfolio Reviews
- Insurance & Annuities
- Wealth Strategies
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Baking
- Cooking
- Personal Fitness
- Crocheting/Knitting
Personal Interests
- Spending Time with Family
- Baking
- Cooking
- Personal Fitness
- Crocheting/Knitting
Office Information
Office Address
3433 E Midland RdBay City, MI 48706 opens in a new window
Phone Number
Katie Wohlfeil at (989) 667-0978Branch Team
- Dawn Badgero
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Dawn Badgero
- Sr. Branch Office Administrator
Branch Team
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