I am a financial advisor who works closely with individuals and families. We will talk about a range of topics including family, health, purpose and finance, and will work to build strategies that help you reach your personal financial goals. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they have confidence in their future. I understand that you work hard for your money and am passionate about helping you understand your options. Investing is not "One size fits all".
Edward Jones provides me with the tools needed to implement my established process. I use investment, wealth protection, estate, social security and tax strategies, and will work closely with your attorney and CPA to help you stay on track.
I joined Edward Jones in 2002 as a senior branch office administrator and realized early on that we do make a real difference in the lives of others. In 2016, when my children were grown, I transitioned to the position of financial advisor which allowed me to further deepen the relationships with my clients.
Originally from Fremont, I have lived in Leo/Grabill for over 20 years, and prior to that, in Woodburn for 10 years. My husband, Keith, and I have been married for over 23 years and have two sons, Jacob and Lucas.
I became a limited partner with Edward Jones in 2011. I serve as vice-president on the board of Growing Grabill and am a member of the Cedar Creek Lions Club.
When you walk into my office, you'll feel at home in Grabill, IN. I'm on your side.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Intergenerational Planning
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
- Rugby
- Sewing
- Bird Watching
Office Information
Office Address
13613 Fairview DrGrabill, IN 46741 opens in a new window
Mailing Address
P O Box 35Grabill, IN 46741
Phone Number
Teri Lebo at (260) 627-0079Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Sun | Closed |
Additional Hours
- Evenings
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