I am extremely fortunate to conduct my business as a financial advisor in the Lawrence community. My husband, Kevin, and I have three children and three dogs to match! We enjoy traveling, scuba diving, family time and staying active. I am a member of the Lawrence Chamber of Commerce. My peers and I partner together in the Lawrence community to volunteer our time and assist in bettering it any way we can.
My branch office administrator, Heidi Koger, is always here to greet you with a smile. She is dedicated to providing you with the highest level of service possible, and she greatly enjoys getting to know our clients and their families. She and her husband, Steve, have four adult children and one very spoiled cat. As avid cyclists and residents new to the Lawrence community, they are enjoying all the wonderful bike trails Lawrence has to offer.
As a financial advisor at Edward Jones, it is my primary goal to help individuals and businesses alike in developing an investment strategy that is geared toward their unique, long-term goals.
Whether you need help planning for retirement, saving for a child's college education, estate considerations, or saving money on taxes, I'm here to help. I use an established process to partner with you to build a personalized strategy that suits your risk level, life stage and goals. Together, we build a tailored plan to help you work toward your financial goals and we monitor progress to help make sure you stay on track.
In addition to my knowledge and experience, I am assisted in serving you by the thousands of people at our home office, as well as advanced technological support, helping to ensure I provide you with the most current and comprehensive guidance. In addition, I welcome your trusted partners, such as attorneys and accountants, to be involved in our process so that we may leverage everyone's expertise and work together to develop a complete tailored strategy to help you achieve your goals.
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Business Retirement Plans
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Scuba Diving
Office Address5120 Congressional Cir
Lawrence, KS 66049
Phone NumberRachel Conley at (785) 842-2450
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