I was blessed to begin my career with Edward Jones in 1988 as a branch office administrator while attending Gogebic Community College for a degree in business. I so enjoyed serving clients needs that I desired the ability to have an even larger impact in helping families achieve their financial goals and live their dreams, so I became a financial advisor in 2001.
In 2014, I was asked to serve as a regional leader for the firm and became responsible for roughly 50 branch teams in northeastern Wisconsin and the western half of the Michigan's Upper Peninsula. I was named an Edward Jones principal in 2018. I hold the AAMS® and CRPS® professional designations as well.
Our dedicated client service team is three strong with two branch office administrators, Heather Kalla and Alexee Hembree. They are supported by Caitlin Lynch, and they each have the same desire and passion for serving clients as I do. They have over 29 years of combined experience with a strong client friendly focus.
My husband, Steve, and I have two children, Caitlin and Shane, and are blessed to have raised them in our small community. We love living in Michigan's beautiful Upper Peninsula and enjoy our time outdoors in a variety of activities, including horseback riding.
- Retirement Income Strategies
- Wealth Strategies
- Intergenerational Planning
- Divorce Finances
- Retirement Savings Strategies
- Military Professionals & Veterans
My Personal Interests
- Horseback Riding
- Spending Time with Family
- Outdoor Enthusiast
Phone NumberRebecca M Lynch at (906) 932-2431
|Mon||By Appointment Only|
|Tue||By Appointment Only|
|Wed||By Appointment Only|
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- Web Conferencing
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