I am a native of Upstate New York, where my family still lives on a farm in the Catskill Mountains. I came to Pennsylvania in 1998 and moved to York County in 2001, where I raised my own three children.
In 2007, I began my career as a financial advisor with Edward Jones in Shrewsbury, PA, after a history with a commercial real estate development and management firm. Today, Edward Jones serves York County from 19 convenient locations.
In 2011, I achieved the AAMS® designation through the College for Financial Planning. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My branch office administrator, Amy Watkins, joined the team in 2017. She is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on Amy with questions concerning your statement, dividends, stock certificates or your account in general.
Your financial situation is unique and complex. As your financial advisor, my goal is to develop a real understanding of your needs, goals and risk tolerance to help design and develop a strategy you can commit to and see through to completion. In partnership with your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy, specifically for you, your family or your business. Then, through regular visits and conversations, help keep that strategy growing and changing with you throughout your life.
My passion is assisting my clients with difficult but critical decision-making at every stage of their financial life. I would like to answer your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
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- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
Phone NumberMichelle Roeseke at (717) 235-9911
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