As an Edward Jones financial advisor, it is important to me to understand what you're working toward before you invest your money. I value personal relationships that will help develop an investment strategy geared toward the unique, long-term goals of you and your family. I strive to understand the level of risk you are comfortable accepting when investing so we can balance it with the steps necessary to reach those goals.
At Edward Jones, we're not alone. Thousands of people and advanced technology support our office so that we can help ensure that you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
One of the reasons I chose Edward Jones is their commitment to volunteerism, which is something I strongly believe in. For several years, Edward Jones has been the National Presenting Sponsor of the Alzheimer's Association Walk to End Alzheimer's. I have been an active member of the Rotary Club of Cambria for 18 years and have held several positions including president.
Originally from New Sweden, Minnesota, my family moved to California when I was 3 years old. I made my way to the Central Coast when I was 17 years old and I have lived here ever since. I attended Cuesta College and worked in banking prior to coming to Edward Jones. I love the beautiful San Luis Obispo County coastline and wine country. I enjoy walking on the beach, hiking, cooking and traveling. Although I have visited many beautiful places in the world, nothing beats home sweet home!
Working at Edward Jones allows me to focus on you. I would like to help provide the answers to your questions so that you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Office Information
Office Address
1073 Main StreetCambria, CA 93428 opens in a new window
Phone Number
Shari Long at (805) 927-1343Branch Team
- Katy Jenny
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Katy Jenny
- Sr. Branch Office Administrator
Branch Team
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