I am a second-generation Edward Jones financial advisor. My father, Roger Bennett, opened his office in Trenton, Missouri, in 1982. I followed in his footsteps and opened my own office in a convenient location in Columbia, Missouri. To me, Edward Jones is a family business, wherein I have this fantastic opportunity to put the families I work with first.

My job as a financial advisor is to partner with you to build a customized strategy. Deeply understanding what is most important to you guides me in tailoring strategies for every individual and every family with whom I partner. I strive to understand your priorities, whether those be saving for the kids' college education, socially conscious investing, saving for retirement, charitable giving or leaving a lasting legacy.

I grew up in Trenton, Missouri, and came to Columbia, Missouri, for college. I never left. I stayed in Columbia to attend law school at Mizzou. I met my husband, Jeff, a local attorney, in 2010. We have a daughter and son and we're raising them to love the Mizzou Tigers as well.

Columbia is my home and I believe in giving back to my home. Currently, I serve as a board member on the Voluntary Action Center Board of Directors, whose mission is to help low-income individuals bridge the gap between crisis and stability and improve quality of life in Boone County.

Given my attorney and tutoring background, I am skillful in explaining complex industry terms and concepts in a relatable manner to ensure my clients have a clear understanding of what they are investing in and why. I understand and appreciate the value in reviewing risk tolerance and financial goals in a comprehensive way to ensure I understand what is most important. Lastly, I periodically hold seminars open to the public to educate on retirement, the economy, college savings and other various topics. I would love to work one-on-one with you to help determine the most appropriate financial strategy for you and your family. This quiz helps determine your priorities and allows us to start our partnership together: https://mypriorities.edwardjones.com/?faNo=553348

Focus areas

  • Charitable Giving
  • Wealth Strategies
  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Community Outreach
  • Gardening
  • History and Museums
  • Art & Theater
  • Football

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

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