As your Edward Jones financial advisor, we will use an established process to understand what's important to you, build a personalized strategy to help you achieve your goals and partner with you throughout your life to help keep you on track. The success of this process is rooted in trusting relationships and having these experiences with my clients is the reason I love my work.
Before coming to the financial services industry in 2016, I spent 20 years as a director for several non-profit organizations and an insurance company. In these roles, I gained valuable knowledge and skills that help me understand planning, goal setting and strategies to lead teams to success.
The culture at Edward Jones promotes community involvement and giving back, and I am committed to helping our community thrive. Since moving to Iowa City in 2017, I have been honored to serve on the Alzheimer's annual walk committee, the One Iowa advisory board, the Brown Deer Women's Golf League Leadership Team and to participate in the Iowa City AM Rotary Club.
I am fortunate to have married my soulmate and to have three amazing adult children. In my free time, I like to be active and enjoy exercise, hiking, bird watching, golf, travel and gardening and, at the end of the day, I try to stay awake long enough to get ready for the next book club meeting.
I am thrilled to have Erin Swarm as our Branch Office Administrator. She has a background in fundraising and donor relations and is eager to exceed client expectations and best serve anyone who walks through our doors. She enjoys reading and spending quality time with her family playing games, walking, biking and hiking. She likes baking pies and trying new dinner recipes... As long as they can be made in the Crockpot! Erin is an alumna of Greenville University in Illinois and loves all that Iowa City has to offer.
We look forward to learning about you and your goals and helping you create and achieve your vision. See you soon!
My Personal Interests
- Spending Time with Family
- Social Responsibility
- Personal Fitness
- Bird Watching
Office Address2650 Mormon Trek Blvd Ste 200
Iowa City, IA 52240
Phone NumberPeggy Grimmer at (319) 354-4007
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