Experience matters! With over a decade of experience at Edward Jones, I believe it’s important to invest my time in understanding a client's unique financial goals. My position as a financial advisor allows me the privilege of witnessing my clients and their families go to college, save for travels, enjoy their hobbies and eventually retire with dignity. Experiencing those successes inspires me to serve my clients and advance what truly matters most to them.
I listen and wholeheartedly dedicate myself to helping my clients achieve their unique definition of financial success. My clients often come to me during times of transition like retirement or receiving an inheritance. Many of my clients are multigenerational families that benefit from strategies of wealth transfer.
I am Series 7, Series 66 and insurance licensed across the country. In my ongoing quest to become more knowledgeable, I have also earned my AAMS™ designation from the College for Financial Planning.
In addition to serving my clients, I provide leadership and consultation to other financial advisors. I have been honored with Edward Jones by the Spirit of Partnership Award, Award for Exceptional Achievement in Building Client Relationships, "TNT" Client Development Award, Field Trainer Award and Goodknight Recognition Award, and have served as a mentor.
I have been serving my community as a member of St. Elizabeth Catholic Church, part of the Athena Mentorship Program and as a past member of BNI and advisor to the AOII Sorority at WashU.
My family and I live in O'Fallon. My husband, Ben, is the global director of cloud operations at Ensono. We have a daughter, Kennedy, who is in 2nd grade at Andrews Academy. Our son, Rowan, is active, healthy and just turned 2 in May of 2022! We enjoy family/friend gatherings and traveling, and have a Maltese named Humphrey.
My teammate, Mimi, has 19 years of experience. If you are interested in learning about how we can help, please call. Our first step is to put you at ease!
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Insurance & Annuities
Office Address1989 Zumbehl Road
St Charles, MO 63303 opens in a new window
Phone NumberStephanie Grimm at (636) 949-2568
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