After over than a decade of corporate world experience in various financial analysis roles, I feel very fulfilled today helping my clients with their financial goals and what's important to them. I love that I get to get up every day to make a difference. My mission is to help people live their best lives, knowing that they have taken care of the things that are within their control.
With my passion for personal and professional growth, I have earned the AAMS® designation. I'm also supported by the team of research analysts, investment strategists and thousands of associates at our headquarters in St. Louis, MO.
At Edward Jones, our clients' best interests always come first. Once I understand my clients' needs and hopes for their future, I use an established process to create a strategy to help them build, protect and distribute their assets in a tax-efficient way.
A little personal background about me: I grew up in Indonesia, started playing tennis when I was 6 and, when I was 16, I was fortunate to come across a scholarship opportunity to go to a high school in Queensland, Australia. I then attained a full-ride tennis scholarship to go to a Division 1 college in Tennessee (UT Martin), and went on to earn my MBA at Cal State Fullerton.
Faith and family are two important pillars in my life. I have two boys, Trey (9) and Rhys (7)—they are my biggest inspiration. I want to teach them to always do the right thing no matter what, and to always have the courage to chase their dreams. My family is parishioners of Prince of Peace church here in Taylors, SC.
When it comes to investing, time is of the essence. There is no better time to start than today! Please contact me about your situation—where you are today and where you'd like to be, and what is keeping you up at night.
I'd like to help provide answers to your questions, so you can understand your options and make an informed decision for your future. It'd be my honor to get to know you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Charitable Giving
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
Office Address2438 Hudson Rd
Greer, SC 29650
Phone NumberKatrina D Whitlinger at (864) 268-3106
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