As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors and businesses on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones who we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include our clients' CPAs, estate planning attorneys and life insurance specialists and agents to execute needed actions.
I graduated magna cum laude from Lambuth University in 1998 with a bachelor's degree in business administration. In addition, I worked as a CPA in premium audit and fraud investigation at Liberty Mutual Insurance for over 21 years before accepting a position as a financial advisor at Edward Jones. I chose to change careers due to my desire to help others reach their financial goals.
My spouse, Travis, and I have two children. And, we have lived in the Sparta community for the majority of our lives. We are both active in coaching softball, and I have served on the board of Sparta Athletic Association for over 13 years. I have served in various capacities, including treasurer, director of fundraising, and director of softball, most recently. In 2018, I received a huge honor – being named the Sparta Citizen of the Year by the Sparta Chamber of Commerce for all of my volunteer work in the community.
My Senior Branch Office Administrator, Bonnie Branon, and I are dedicated to provide you with the highest level of service possible. Please don't hesitate to call with questions concerning your statement, dividends, stock certificates or your account in general.
At Edward Jones, we're focused on you.
Office Address714 S St Louis St
Sparta, IL 62286 opens in a new window
Phone NumberRegina L Heller at (618) 443-5313
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