My career at Edward Jones started back in 2001 when I was a branch office administrator. It was then that I found my passion for helping people with their financial goals. In 2006, I made the leap into a career that allows me to have a great impact in my client’s lives. My vision is to work with individuals and business owners who care about their community as well as their family and friends.
Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), mutual funds, equities, annuities and insurance. I will work with you to develop a strategy for achieving your retirement objective. I believe that it is important to invest my time to understand what goals are important to you before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
Community is very important to me. I grew up in Wadsworth and attended Warren Township High School, as did my parents. I raised my adult daughter in Northwest Indiana and recently moved back to the Gurnee area. Sadly, my daughter still lives in Northwest Indiana, but we try hard to make sure we see each other as often as possible. Having my office in Gurnee, so close to family and friends, is a blessing. I am a standing member of the Gurnee Rotary Club and completed the Gurnee Citizens Policy Academy in 2019. I love the opportunity to be involved in the community where I grew up.
My Branch Office Administrator, Cindy Serzynski, has worked at Edward Jones for 20 years. Cindy works diligently to make sure all of our clients feel comfortable and confident with their accounts.
If you don’t have a financial strategy or would like to review your current one, we offer complimentary consultations and would welcome the opportunity to hear from you.
My Personal Interests
- Community Outreach
- Culinary Arts
Phone NumberMary K Witte Tabbert at (847) 672-7373
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