I became a financial advisor because I enjoy helping others find financial independence. I wish I had someone to help me make the right decisions when I was in my twenties, so if I can convince even just a few people to start planning for retirement now, then I have succeeded.
I work with individuals and their families on a wide range of goals, whether it is planning for retirement or saving for education expenses. At Edward Jones, we care about what is most important to you. As things may change in your life, I am here to help keep your strategy stay in line with your goals.
I also love working with businesses and improving the service provided with their company’s retirement plan or helping them implement a new one. You want your employees to participate in the plan, so one of the things I can do to help is to come in and educate your employees about how important it is to start saving now. If you are not receiving the services you pay for with your 401(k) provider, please give me a call.
I was born and raised in St. Charles County and graduated from Lindenwood University with a bachelor’s degree in accounting. After college, I received my Certified Public Accounting designation and began helping small business owners take advantage of the tax deductions available to them. After about four years in the tax industry, I made a move into financial advising. I have earned the CERTIFIED FINANCIAL PLANNER™ certification and love helping people build a comprehensive financial strategy.
My husband, Joe, and I have a son named Charlie and two dogs. We like to spend quality family time together, whether that be playing in the backyard or on a camping trip. We also love to travel around the United States and see all the things that different places have to offer.
I would love to do a complimentary financial review with you to see if I can help you make your current strategy better. Please give me a call at (636) 946-6320.
- Divorce Finances
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
- New Investors
- Estate & Legacy Strategies
My Personal Interests
- Fine Dining
- Spending Time with Family
Office Address1040 S 5th Street
St Charles, MO 63301 opens in a new window
Phone NumberRebecca McNulty at (636) 946-6320
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