Choosing the right person to partner with in making financial decisions can seem overwhelming. That partner should understand what is important to you, your vision for the future and your purpose. As your financial advisor, I am interested in you and your family, and I take pride in tailoring strategies to your unique needs and situation.
With 17 years' experience, I know Edward Jones is the right place to build lasting relationships. I work with people of varying backgrounds and strive to make the client experience comfortable and rewarding. Together we can address all your financial goals, from wealth accumulation to retirement income planning, life insurance, estate planning and education funding, to name just a few. I will also work with other members of your financial team, such as attorneys and CPAs.
Times change and schedules are not always conducive to in-person meetings. Accordingly, we can tailor our communications to your schedule, including Zoom meetings, electronic document and signature delivery, and texting. And, of course, I still enjoy meeting face to face.
You have heard that "it takes a village." Let me introduce my dedicated team. Debbie Cunningham and Jerri Rodeheaver are full time Branch Office Administrators whose mission is to create a welcoming environment and provide the excellent service you deserve. In addition, I also have the unparalleled support of Edward Jones home office resources.
On a personal note, West Virginia is home. I grew up in Marion County and have lived and worked in Clarksburg since graduating from college. My husband, Paul, and I enjoy spending time with our large family. I enjoy travel, love the beach, and relax by bingeing Netflix, reading and knitting. I am a dog person, but don't tell my cat. I try to be grateful every day.
The most important characteristic for your financial advisor relationship is trust, and it all starts with just a conversation. Call or email today to schedule an appointment.
- Wealth Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Portfolio Reviews
- Estate & Legacy Strategies
- New Investors
My Personal Interests
- Spending Time with Family
Office Address201 W Main St
Clarksburg, WV 26301 opens in a new window
Phone NumberMichele K Kroll at (304) 622-5800
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