Life is full of transitions. Some you choose. Some are chosen for you. I am passionate about partnering with my clients and their families to prepare and thrive through the transitions in their lives. In 2005, I earned my CFP® professional certification, joined Edward Jones in 2010 and earned the ChFC® professional designation in 2020.
Using an established process, I help develop visions for my clients’ futures based upon what is most important to them. Working alongside my clients, I craft personalized strategies that are designed to help achieve their unique goals and dreams. I empower my clients to confidently make informed choices and help protect them from life’s unexpected events. Once the strategies are implemented, I maintain communication with my clients, celebrating their victories and helping keep them on track for life. In order to provide a comprehensive service, I collaborate with my clients’ trusted professionals, including their CPAs and attorneys. In all of my communications, I maintain strict confidentiality.
I am proud to partner with a wide variety of clients whose goals range from growing wealth to saving for education expenses to planning and living a successful retirement. My office partners, Lizzie Christian and Michaela Stewart, and I are especially honored to work with multigenerational families who entrust us with their ambitions. I am registered to serve clients in many states.
Raised on a small dairy farm in Minnesota, I developed a strong work ethic and learned to appreciate a sunset viewed from a tractor. I graduated from Buena Vista University in Storm Lake, IA, briefly lived in Texas, and eventually settled in central Iowa. Outside of my role with Edward Jones, I enjoy spending time with my three children, walking my dog, Bella, reading and traveling.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Wealth Strategies
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
Office Address522 Broad Street
Story City, IA 50248 opens in a new window
Mailing AddressPo Box 122
Story City, IA 50248
Phone NumberTamra A Shadlow at (515) 733-5113
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