As a financial advisor at Edward Jones, it is important to me to understand what is important to you. One-size-fits-all may be fine for some investors, but I believe your investment strategy should be tailored to your specific needs and goals. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected, or creating an estate or inheritance, I can offer investment solutions for your unique goals.
As a child, I was raised around the financial industry, specifically Edward Jones. My father has been an Edward Jones financial advisor for nearly 40 years, in my hometown of Chanute, KS. He raised me to be responsible with money and set an example of helping others.
I attended Arizona State University and graduated summa cum laude with a bachelor’s degree in justice studies and a minor in business.
I began my Edward Jones career in 2007 as a financial advisor in Scottsdale, AZ. I received the AAMS® professional designation in 2011.
My senior branch office administrator, Carol Klem, has been with Edward Jones since 2002 and is dedicated to providing you with the highest level of service possible.
My husband, Mark, and I are the proud parents of Iris, Mabel and Edward. We enjoy traveling and spending time together as a family.
I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation - let's visit.
Phone NumberRebecca S Phelan at (480) 502-5479
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
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