Our team partners with individual investors and families to not only help them reach their goals, but also empower them along the journey to help them achieve their financial ambitions. We want the people we serve to know they are in trustworthy hands, feeling confident and informed in their plans. Shawna and I work to accomplish this every day by building meaningful relationships with our clients.
It is incredibly important to us to meet our clients where they're currently at in life – without judgement, providing inclusive services informed by our depth of experience working with a variety of circumstances in our clients' financial, personal and professional lives.
We love sitting down with people and learning what is important to them to determine how to best help. Each person and family is different, and we enjoy the challenge of tailoring our established process to help meet their needs. Many of our clients seek us out for guidance with:
- Life and career transitions
- Retirement Planning
- Estate and generational planning
- Divorce finances
- LGBT finances
- Sustainable investing/ESG
Our branch operates as a partnership with a shared vision of deeply serving our clients. Working alongside me is Shawna Mueller, who has been with Edward Jones for 25 years. She creates processes with a focus on improving our clients' experience, has an amazing attention to detail and accuracy, and fosters genuine connections with our clients. She is married with two grown-ish kids, and likes to travel, garden and read.
Outside of the office, my time is spent with my family and out in the community. I am married with two teenage daughters – having new drivers in the house is a nerve-wracking experience! I enjoy volunteering with a number of organizations, including Girls Rock! Iowa City; Iowa Women's Foundation, Habitat for Humanity Women Build; Human Rights Campaign; and Edward Jones LGBT Business Resource Group.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing
- LGBT Finances
- Divorce Finances
My Personal Interests
- Spending Time with Family
Phone NumberKelly M Barta at (319) 351-6095
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