At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes, plan for retirement or for changing jobs, I can help.
I have been helping individuals reach their financial goals for the last 11 years. I began my career at Edward Jones in 2010 but decided to leave for an opportunity at PNC Investments, and have since returned to Edward Jones to fulfill my long-term career goals and be closer to friends and family.
I attended Western Michigan University and graduated magna cum laude in 2009 with a bachelor's degree in business administration.
I also received the Certified Financial Planner™ designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I am originally from Colon but now live in White Pigeon with my husband and our three children (7, 5 and 1 year). I enjoy spending time with my family, watching football, reading and attempting to golf.
Relationships are key, and in our view, meeting face to face builds strong relationships so we meet when and where it is convenient for you.
Please contact me to discuss your situation and options. I look forward to working with you.
Connect with me on Facebook and LinkedIn.
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- College Savings
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
Office Address100 South Lakeview
Sturgis, MI 49091 opens in a new window
Mailing AddressPo Box 200
Sturgis, MI 49091
Phone NumberSharlee Zalewski at (269) 651-1287
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