I am a second generation financial advisor with Edward Jones and have had my practice since 2010. Not only was my dad a financial advisor with Edward Jones, but my grandpa was a client of Edward Jones starting back in the 1970s. I later used stock that I inherited from him to buy my first home in Washington Park. I hope to help as many families as possible pass on wealth and make dreams come true for generations to come.
My ideal clients are those that appreciate professional advice, want a personalized strategy, value a professional face-to-face relationship and desire to leave a legacy to their loved ones. No two scenarios are the same and the process of getting to know my clients and what is important to them is what keeps me showing up every day. We have an established process we follow to keep the most important thing "the most important thing". We work together with you and your team of professionals such as your CPA and attorney to build your financial strategy.
Emily Bushard is my branch office administrator and has been with Edward Jones since 2019. She loves hiking with her two huskies, going to concerts, playing volleyball and the violin. She is eager to help however she is needed and lights up the room with her smile!
I love to golf and am a member at Valley Country Club. It was my honor to serve on the board of directors as the first female board member in the club’s history from 2017-2019. I also enjoy being outside, running/walking, going to Orange Theory Fitness, skiing, drinking wine and spending time with my dear friends and family. The furry love of my life, Charlie, is a border collie mix who is full of puppy energy, yet truly an old soul.
I am originally from Muscatine, IA and spent the first 18 years of my life there. I graduated in 2005 with a bachelor’s degree from the Neeley School of Business at TCU in Ft. Worth, TX. I lived in Santa Barbara, CA for five years and in 2010, I chose to move to Denver and open my very own Edward Jones office. I look forward to meeting you soon!
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Floral Design
Phone NumberRebecca L Sheets at (303) 715-2386
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