With over 11 years in the financial services/accounting industry, I'm here to develop a personalized strategy to reach your financial goals.
I attended Missouri State University where I earned my bachelor's and master's degrees in accountancy. I started my career at a local financial software company and during that time, I obtained my CPA designation while consulting banks and credit unions on their financial performance.
My husband, Kyle, and I have a 6-year-old son (Finnegan) and a 3-year-old daughter (Rowan). I love attending their extracurricular activities and cheering them on from the sidelines. In my free time, I enjoy traveling, trying out new restaurants, attending concerts and spending summer weekends at Table Rock Lake. I'll either be floating around in our "stylish" 1994 Teal and White Sundancer tritoon or enjoying watching our friends and family attempt to wake surf.
Family means everything to me, so I am thrilled to be a part of Edward Jones in order to help others by making a difference in the lives of families and small business owners here in my community and beyond.
I look forward to developing relationships with my clients and I find it rewarding to see the impact that partnering together can have throughout their lives.
As a firm, Edward Jones has thousands of people and advanced technology supporting our offices so that we can help you reach you long-term financial goals.
Whether its retirement planning, legacy and estate considerations, saving for education or another financial goal, we have the tools and resources to assist you in your financial journey. At Edward Jones, we are committed to you. Contact me today to get started!
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Divorce Finances
- College Savings
My Personal Interests
- Active Lifestyle
- Spending Time with Family
Office Address100 Chapel Dr Suite B
Monett, MO 65708 opens in a new window
Phone NumberKelly Newbold at (417) 236-2819
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
- Web Conferencing
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