As your Edward Jones branch team, we believe it’s important to invest our time in understanding 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 so that you have more options when you retire, regardless of what you decide to do. Many of my clients are small businesses for whom we create strategies for business succession, growing assets and reducing taxes.
I care about helping my clients become more comfortable with investing, thus empowering them to make educated financial decisions and partnering with them as they navigate through life's changes. I strongly believe everyone should have a trusting, comfortable and mutual relationship with their financial advisor. For this reason, we have an in depth, transparent appointment process to identify where you are today, where you want to go and if there are any gaps keeping you from getting there. Our clients trust us to know the most intimate details of their lives so we can better serve them and help them achieve what is most important to them.
My family has been blessed to live in the Ludington area for over 20 years. My husband of 25 years, Mike, and I have two grown children, Jake and Katrina.
Giving back to this incredible community is a high priority for me and I do my best to serve in a number of ways, including through church leadership, serving as a Kids Hope Mentor and serving on the SHLH Diabetes Advisory Board. I also spent many years serving on the board of the Lakeshore Community Cancer Foundation and as a JDRF Outreach Mentor.
I invite you to experience the Edward Jones difference; face-to-face meetings, one-on-one relationships, lifelong partnerships and unparalleled personalized client service.
- Retirement Income Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
- Business Retirement Plans
- Portfolio Reviews
- Wealth Strategies
Phone NumberTanya Lesinski at (231) 480-4710
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