I have been a financial advisor with Edward Jones since 2018.
Using an established process, I build personalized financial strategies for my clients that are designed to help them achieve their unique goals. I firmly believe that it is important to invest my time in understanding what my clients are working toward before they invest their money. Collaborating closely with my clients and their CPAs, attorneys and other trusted professionals, I help determine the most appropriate financial strategies for my clients and their families.
I am proud to serve a wide variety of clients in multiple states, whose goals range from growing wealth to saving for education expenses to planning and living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I create strategies for business transition, business retirement plans and tax reduction.
All aspects of my business are aligned to help my branch team better understand and meet clients’ unique goals and needs and help them make informed, financially-sound decisions. My branch team is dedicated to providing clients with the highest level of service possible and assists clients with questions concerning their statements, dividends, stock certificates or accounts in general.
Outside of my role with Edward Jones, I serve in various roles with the Cambridge Area Chamber of Commerce; Noble County Chamber of Commerce; Barnesville Chamber of Commerce; Kiwanis Club of Cambridge, Ohio; and Cambridge Citizen's Police Academy Alumni Association. I am also a board member of the Guernsey County Foundation of Appalachian Ohio. I grew up on a farm east of Salt Fork State Park and feel blessed to work and serve in my hometown. My husband, Jake, and I have one daughter and we live on our farm with our dogs and horses.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
- New Investors
- College Savings
My Personal Interests
- Spending Time with Family
- Community Outreach
- Outdoor Enthusiast
- Horseback Riding
Office Address351 Highland Ave
Cambridge, OH 43725
Phone NumberRory E Stelzer at (740) 995-8001
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