I have been blessed to serve clients for 20 years at Edward Jones and have the privilege of being a part of many families' goals and financial decisions. When I joined Edward Jones in 1999, I knew I had found my home, even though I had already been in the industry for six years. The Edward Jones culture is about putting the clients' interest first and listening to what is most important to you.
As I get to know my clients, we discuss retirement goals, sending kids to college, living in retirement and outlining estate considerations. Every client is different, so I need your input to create the best solutions. We will work together to make sure we stay on track and make adjustments as needed during your financial journey.
I am a lifelong member of my community here in Harlan, Iowa and have served on several boards including Concerned Incorporated, Board of Adjustment, Planning and Zoning, and The Walk to End Alzheimer's. My roots are deep in this community, and I am constantly grateful that my husband and I got to raise our daughter here.
My work family is also important to me. Angie Peters and Bonnie Peters have been the secret to my success. Angie was a welcomed new addition 2021 and Bonnie has been serving clients for all 23 years. They are both kind, intelligent and caring women who treat our clients with great care and concern.
I welcome the opportunity to learn about you and your financial priorities. It all starts with getting to know you.
Office Address1204 7th Street
Harlan, IA 51537 opens in a new window
Mailing AddressP O Box 389
Harlan, IA 51537
Phone NumberKayla J Jacobs at (712) 755-3887
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 04:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 03:00PM|
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