Growing up on a small North Dakota dairy farm, there was always work to do and preparing to get done. Dad prepared a financial strategy for us just the same. I can recall many discussions that happened around our kitchen table with insurance representatives and investment advisors. This is where I learned the importance of financial preparation and how important a personalized strategy is for you. The tools, financial calculators and Edward Jones research help me to accomplish this for you.
My opportunity to work in the securities industry began in 1988, I then became registered in 2000. During this time, I had the privilege of working with a wide variety of investors including individuals, families and business owners. My joy comes from helping clients during each phase of their finances by guiding them through the changes in their life and in the market. 2018 was the beginning of my journey with Edward Jones. I look forward to learning what is important to you. Using research, technology and working with your tax preparer or attorney, your kitchen table conversations can become strategies to reach your goals.
My husband of many years, Joe, works with Titan Machinery. We have two grown sons who are both married and live in the area. Gardening, collecting bikes, cooking (Joe does the cleanup) and enjoying time with family and friends are some of the things we enjoy together in our free time, along with involvement at the Trinity Lutheran Church and the Fergus Falls Area Garden Club.
Sarah Stephan is the senior branch office administrator that I have the privilege to serve our clients with. Since 2002, she has been dedicated with her attention to detail and proactive follow through. Call her for help with your statement, online account or appointment needs. Together, we help clients stay on track to meet their financial goals.
Call or stop into our office today. We want to move your kitchen table conversations into preparing a financial strategy for you.
Phone NumberKristi Auck at (218) 998-6188
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