I discovered my passion for finance at an early age due to my family working in the industry. My first experience with Edward Jones was in 1994 as an intern, while in college. I began my career as an Edward Jones financial advisor in 1999. My focus is assisting clients in transition, such as job changes, retirement, death of a spouse or receiving an inheritance.
A 1996 graduate from Webber College, I have a B.A. in finance. In 1999, I earned my M.B.A. in business administration, also from Webber College. I hold a Series 7 and 63 registration, as well as life and health insurance licenses. I've earned the CFP® and AAMS® designations. I have received various awards during my tenure with the firm. I have been a limited partner with the firm since 1998.
I married my college sweetheart, C. William Ouellette, Jr., in 1998. We enjoy spending quality time with our three children, Jacqueline Isabelle, Madeline Claire and Charles William Ouellette, III, and their various activities. I also enjoy improving my tennis game and traveling with my husband.
Active in the community, I am a member of the Rotary Club and have held several positions, including president. Since the education of our future leaders is very important to me, I devote much time to LWHS Sac Committee and Edward W. Bok Academy South PTO.
My branch partner, Angela Goolsby, is also a limited partner with the firm. She has worked with me since 2008. As a team, we care about what matters most to you and are committed to providing you with the highest level of service possible.
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Art & Theater