I have been part of the Edward Jones family for the last 22 years. I am the daughter of a 20-year veteran Edward Jones financial advisor, as well as a client and an employee. I started working at Edward Jones while in college at Saginaw Valley State University and over the years I came to realize that I would always want to be a part of this amazing culture.
After making the decision to transition into being a financial advisor, I quickly earned my securities registrations and insurance license and began the exciting journey of helping others with their financial health and future. There is nothing more gratifying than finding out what is most important to my clients and knowing that I am helping to make their financial goals come true.
My husband, Luke, and I have been married for 10 years and we live in Freeland with our three children, Eliza, Levi and Lydia. We are very involved with our church community as well as our children's school and extracurricular activities.
I welcome the opportunity to get to know you and your family and help guide you through your journey towards reaching your financial goals. Whether your 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 just for you. We will use a 5-step approach to get you to where you want to be and then, most importantly, make sure you stay on track.
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.
- Retirement Savings Strategies
- New Investors
- Portfolio Reviews
- Insurance & Annuities
- Wealth Strategies
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Personal Fitness
Office Address3433 E Midland Rd
Bay City, MI 48706 opens in a new window
Phone NumberKatie Wohlfeil at (989) 667-0978
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More