I began my career with Edward Jones in 2018. Prior to joining Edward Jones, I spent two years working in the financial industry and seven years practicing as a certified public accountant (CPA). With an extensive professional and educational background in finance and accounting, I bring great depth of knowledge and acumen to help my clients make sound financial decisions.
I live in the rural community of Russell, KS with my husband, Jake, and our daughter, Journey (9). Jake serves our community as a local pharmacist. We both grew up in rural Kansas and deeply appreciate our Midwestern roots and the strong work ethic and values it instilled in us. We couldn't imagine raising our daughter anywhere else. We enjoy spending time outdoors together, sporting events and traveling – when we can get away! I am a member of Trinity United Methodist Church (TUMC) and serve on the leadership teams of TUMC, Rotary Club of Russell, Russell Main Street Inc., Russell County Area Community Foundation (RCACF) and Delta Mu Sorority.
I am passionate about helping people achieve what is most important to them. As my client, I want to empower you to feel comfortable, confident and in control of your financial future.
I help families, individuals and business owners manage their financial assets while they focus on areas of their life they truly enjoy. Together, we develop personalized strategies to help you prepare for a comfortable retirement, generate income in retirement years, handle major life transitions, protect your wealth and set up legacies for future generations to come.
If you are a goal-oriented investor or a long-term serious investor and have a willingness to accept and follow through on advice and guidance – Please connect with me!
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Wealth Strategies
Office Address209 E 8th Street
Russell, KS 67665 opens in a new window
Phone NumberKristen Windscheffel at (785) 483-2227
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