I'm originally from Elizabethville but I now reside in the country just outside of Elizabethville. I love spending time with my husband, Kyle, and daughter, Talia. As a family, we love the outdoors, hiking, hunting and traveling. I enjoy taking photos, doing crafts, taking walks and spending time with family and friends. My first experience with Edward Jones was as a client over 10 years ago. I was amazed by the amount of personalized care and attention that was given to each client from day one. This is where my interest in the investment field sparked and only continued to grow over the years.
I believe investing is so much more than just the numbers. I want to know what investing means to you and dive deeper into 'the why' behind your investments. Why are you investing? Is it family, career, recreation interests or some other passion? The investments are how you get there. Without knowing 'the why', crafting a financial strategy is like trying to solve a jigsaw puzzle without the picture from the box lid. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's experience.
I look forward to learning what's important to you and working with you to achieve it.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Business Retirement Plans
- College Savings
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Office Address1029 North River Road
Halifax, PA 17032
Phone NumberKristin N Tobin at (717) 896-2733
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