As an Edward Jones financial advisor, I am fully committed to listening to, understanding and advising my clients as we build financial strategies together. I utilize an established process to tailor solutions to my clients that best fit their unique goals, life circumstances and feelings about risk. Throughout the entire process, I offer straightforward advice and educate my clients to help ensure they are fully informed regarding their options and opportunities.
I believe that people deserve financial advice and coaching that will help keep them on track. While my relationships with clients are founded in business, their effects are more extensive; my work with clients is woven into the very fabric of their lives. It is a privilege to be invited into my clients' lives and work with them to help them achieve their financial goals and help them provide for future generations.
My husband, Boe, and I have three beautiful daughters, Gwendalynn, Dylan and Addalynn, that keep us very busy and active. We have been married since 2008. We love living and working in Springfield, Ohio.
Rachel Day joined my team as Branch Office Administrator in 2021. She was born and raised in Springfield. When not working, she enjoys spending time with family, going kayaking with her husband and kids, and watching sporting events. She is looking forward to a long career with Edward Jones.
Whether you are planning for retirement, living in retirement, saving for college expenses or trying to protect the future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. Please feel free to reach out to us with any questions at [email protected] or [email protected].
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Intergenerational Planning
- Estate & Legacy Strategies
- Wealth Strategies
Phone NumberTiffany L Dailey at (937) 390-1696
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