As an experienced financial advisor, I provide a select clientele with personalized service in all areas of wealth strategies: estate considerations, retirement planning, life protection and risk assessment. My mission is to help clients secure financial independence.
I partner with my clients on their life journey to understand what's important to them. Our ideal client has the desire to make educated financial decisions to positively impact their quality of life, both now and in the future.
Working closely with other professionals, such as CPAs and attorneys, our comprehensive process enables us to help clients address five key areas: smart financial decision-making, mitigating taxes, caring for their heirs, insuring their assets and magnifying charitable gifts.
My passion is making meaningful differences in the lives of others and joining Edward Jones as a financial advisor in 2008 has allowed me to do just that! I enjoy educating clients and helping them make smart decisions. Living out my passion and working hard for my clients has also earned me the honors of 11 Edward Jones Professional Achievement Awards.
Prior to Edward Jones, I served in the United States Air Force in Missawa, Japan, then earned an AAS degree in accounting and a BS degree in business management. Later, I earned a master's degree in teaching business education.
My husband, Chad, and I are blessed with three wonderful children. We are fortunate to live in the area where we grew up and we are active members of the community.
Amber Ballard is my extraordinary office administrator. Together, our top priority is that our clients feel understood, informed, in control and ultimately secure with all aspects of their financial life.
We look forward to the opportunity to get to know you and possibly partner together in helping you achieve your goals. We are often asked, “What makes us different?" Stop by or give us a call so we can show you! Together, we can make your dreams a reality!
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Animal Rescue
- Scuba Diving
Phone NumberMandi Kosbab at (507) 235-8524
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