I am a second-generation Edward Jones financial advisor. Growing up in North Dakota, I would frequently visit my dad's branch office. I watched how he cared for his clients and always knew I would follow in his footsteps.
I attended the University of Minnesota and graduated with a degree in economics and a minor in business management. I have 18 years of experience in the financial industry and eight of those years have been with Edward Jones. In 2016, I obtained an AAMS® professional designation.
I am honored to work 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. My goal is to help you develop a savings and investment strategy geared toward your unique, long-term goals.
We use an established process to build personalized strategies to help you reach your goals. Whether you need to plan for retirement, reduce taxes, prepare for the unexpected or save for a child's college education, I can help.
My husband, Joe, and I have three children, Sam, Evelyn and Leo. Hockey, basketball and track are just a few of the sports my family enjoys. In my free time, I love to run, play the piano and spend time outdoors.
As an active member of the community, I have been on the Hastings YMCA community board for six years. I also serve as a community ambassador for the Hastings Chamber of Commerce.
My senior branch office administrator, LuAnn Rechtzigel, has over 30 years of business administration experience; seven of those years are with Edward Jones. LuAnn loves to spend time with her family and enjoys hosting holiday events at her home.
At our office, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. We will partner together throughout your life to help keep you on track.
Connect with me on LinkedIn.
- Retirement Savings Strategies
- Employee Stock Options
- Retirement Income Strategies
- Charitable Giving
- Entrepreneurs & Business Owners
- College Savings
My Personal Interests
- Spending Time with Family
Office Address1640 S Frontage Rd Suite 103
Hastings, MN 55033
Phone NumberKelli Reitzel at (651) 437-4749
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