Edward Jones has been part of my life since the age of 9, when my Dad started his career with this amazing firm. At an early age, I learned the importance of investing and being disciplined with money. In 2008, I embarked on my journey as a financial advisor. This was an interesting time to start, as it was the beginning of the Great Recession; however, it taught me invaluable lessons about diversification and long-term investing. I am incredibly grateful to work for a great firm, with my Dad and brother as partners, and to live in the San Luis Valley.
Having spent most of my life in the San Luis Valley, I am witness to the incredibly hard-working and resilient people who live in our community. I'm inspired every day by the people I have the opportunity to work with. Our branch, which consists of Senior Branch Office Administrators Shawnee Wolfe and Lori Taylor and Financial Advisors Jeff Keck, Tyler Keck and me, is committed to serving our community. We strive every day to understand what's important to our clients and their families and to help them develop customized strategies to achieve their financial goals. I believe it's important to invest my time in understanding what you're working toward and to understand the level of risk you are comfortable with before you invest your money.
On a personal note, I married my high school sweetheart, Andrew, and we have two wonderful kids, Addison and Treven. My husband runs his own business in our community, and we are committed to raising our kids here while having a positive impact in the Valley. I believe in community and strive to give back through my involvement on the District Accountability Committee at my kids' school. We also pursue volunteer activities as a family.
I delight in helping people articulate their goals and gain a sense of control over their future. I believe in the power of preparing and setting goals and I enjoy teaching others about ways to save, invest and protect their families.
My Personal Interests
- Spending Time with Family
- Animal Rescue
Office Address806 1st Avenue
Monte Vista, CO 81144 opens in a new window
Mailing AddressPo Box 762
Monte Vista, CO 81144
Phone NumberMichelle E Roepke at (719) 852-4761
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 02:30PM|
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