As a seasoned financial advisor with over 16 years of experience in the industry, I'm happy to say that my business is so much more than just a job – it's a chance for me to fulfill my passion of improving the lives of families and businesses. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions.
I believe it's important to invest my time in understanding what's important to you before you invest your money. It's also important to understand the level of risk you're comfortable with when investing, so we can balance it with the steps necessary to reach your long-term goals.
I began my career with Edward Jones as an office administrator and in 2010, accepted a position as financial advisor in Sullivan, MO. In 2014, I earned the AAMS® professional designation from the College for Financial Planning. I then moved my practice to Jefferson City in 2017. I have since enjoyed serving on our region's leadership team and mentoring fellow financial advisors.
I am inspired by the people I'm blessed to work with and meet. My branch office administrator, Dena VanLoo, and I strive each day to provide an ideal client experience. We are fortunate to be able to serve clients in our local community and across the country.
Out of the office, I have pursued many volunteer roles through Rotary, Chamber, Arts Council, Community Foundations and the Alzheimer's Association. Since having children, my time is more filled with laughter and the pressing demands of motherhood. I’m grateful to have a strong support system from my husband, Matt. We enjoy the outdoors, boating and traveling together with our two young children, Addison and Benton, alongside our golden retriever, Lincoln. I try to instill in my children certain values that I also try to bestow on my clients, including treat every person with kindness, be attentive to the needs of others and show people you care about them.
Let us show you how we can make a difference.
My Personal Interests
- Spending Time with Family
Office Address603 Dix Road
Jefferson City, MO 65109 opens in a new window
Phone NumberRobin Leach at (573) 634-6557
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