I am a financial advisor who works closely with individuals, families and small businesses to build strategies that will 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 have an established process that uses investment, wealth protection, estate, education and social security strategies to help you stay on track. I believe we can make a real difference in your life by working together towards your financial goals.
I joined Edward Jones in 2002 as a senior branch office administrator and became a limited partner with the firm in 2011. In October of 2016, 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 20 years and have two sons, Jacob and Lucas. We enjoy weekends at the lake in our "vintage" trailer and entertaining family and friends.
I serve on the board of Growing Grabill and am a member of the Cedar Creek Lions Club.
During my time with Edward Jones, I have taken on the rolls of personal mentor, new systems rollout coordinator and regional event planner.
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address13613 Fairview Dr
Grabill, IN 46741
Mailing AddressP O Box 35
Grabill, IN 46741
Phone NumberTeri Lebo at (260) 627-0079
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
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