As a financial advisor, I focus on understanding what is most important to you and your loved ones. My goal is to establish a personal relationship with you and your family, not just meet with you once and send you on your way. I partner with my clients throughout their lives, using personalized strategies to help achieve their goals. I strive to work with people who genuinely look forward to our meetings, not just for financial reasons, and I pride myself on maintaining a welcoming atmosphere.
Each person has unique goals and aspirations, but many of us don’t know how to go about reaching them. I have found that goals are not achieved without proper planning and execution. We all want a prosperous future, but we need to prepare for it. There is never a better time to start than the present. I help people understand where they are now compared to where they want to be and guide them toward achieving their version of financial success. Though I am honored to serve a variety of clients, I have extensive experience with the needs of business owners, retirees and those in the medical and educational field.
My Senior Branch Office Administrator, Angie Svoboda, joined the branch in 2016. She is my true partner in this practice and excels at taking care of clients’ administrative needs. Angie provides exceptional client service with an unmatched attention to detail and a genuine care for our clients.
Aubrey Frasier, my Branch Office Administrator, joined my team in 2022. She is a breath of fresh air and brings a warm presence to our office. She's very personable and kind. She is dedicated to providing the best in client service excellence.
I was born in Rapid City, SD and raised in Lonoke, AR. I fell in love with the stock market and began working in the financial industry with Merrill Lynch in Little Rock, AR in 1994. My husband, Tim, and I were married in 1994 and have two children, T.J. and Tobie. We relocated to Custer, and I joined Edward Jones in 2007. Outside of the office, I enjoy hunting and fishing and am a die-hard Arkansas Razorbacks fan.
To learn more about how I can help dispel financial concerns and get you to where you want to be, contact my office today.
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
Office Address245 Mount Rushmore Rd
Custer, SD 57730 opens in a new window
Mailing AddressP O Box 528
Custer, SD 57730
Phone NumberKris Zerbe at (605) 673-4092
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