Empowering my clients to reach their financial goals is my passion. We use an established process to understand what matters most to our clients so we can create personalized strategies to help them reach their unique financial goals. Then, we partner together throughout their lifetime to help keep them on track to achieve those goals.
Whether it is retiring comfortably, caring for your family, growing your business or giving to the charitable organization you care most about, we want you to feel understood, informed and confident about the financial decisions you make.
Since earning my master's degree in business administration from Missouri State University, I have held various roles within the business industry before I started my career with Edward Jones in 2009. My family and I moved from St. Louis, Missouri to Indiana in 2017, where I have continued to serve clients in my local community for the past 11 years.
My branch office administrator, Kris Terry, has seven years of experience and is an integral part of my team. Kris is dedicated to taking care of our clients' administrative needs by providing the highest level of service possible.
Outside of the office, much of my time is spent with family. My husband, Andrew, and I have four wonderful children--Emma (13), Callahan (5), Margaret (4) and Levi (2). We enjoy neighborhood walks, family game nights and playing outside. Outside of family time, I have a passion for all things nutrition and fitness and try to live a very well-balanced lifestyle.
If you are searching for an experienced financial advisor who can assist you in developing a comprehensive financial strategy, contact Kris Terry today to schedule your appointment.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Office Address502 Main Street
Beech Grove, IN 46107 opens in a new window
Phone NumberMichelle L Fordice at (317) 782-8889
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