As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
I joined Edward Jones as a financial advisor because of their strong philosophy of service being the utmost importance and I enjoy helping individual investors work toward achieving their financial goals.
I grew up on a farm in Northwest Ohio and attended The University of Akron, graduating summa cum laude in 2000 with a bachelor's degree in business communication and public relations.
My husband, Mike, and I have two children and we have lived in the area since 2007. We are parishioners at St. Brigid Kildare church.
My branch office administrator, Michelle Zwayer, is available to provide exceptional client service and support for you. Please reach out to her for anything she may be able to help you with.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Divorce Finances
- Insurance & Annuities
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
- Active Lifestyle
- Personal Fitness
- Vintage Cars
Office Address6075 Glick Rd Ste B
Powell, OH 43065 opens in a new window
Phone NumberStacy McVan at (614) 336-8683
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