I'm originally from New Castle, IN, and graduated from Blue River Valley Jr/Sr High School. After high school, I attended Anderson University. While trying to decide my major, I knew three things – I loved people, I loved numbers and I loved to help people. I just had to find a career where I could merge those three together.
After changing my major about six times, I graduated with a degree in accounting. I worked for a small family business for a year, then moved to a new position in downtown Indianapolis working for an insurance company in their retirement services division. During this time, I learned a lot about retirement plans. I also started to learn more about investing. I enjoyed it so much, it became a hobby.
Eventually, I started wondering what it would be like to run my own financial practice. The thought scared me but excited me at the same time. Years later, the opportunity of a lifetime came my way when I was encouraged to contact an Edward Jones financial advisor about career opportunities. The rest, as they say, is history. I have never worked so hard and had so much fun doing it. I have finally found a career where I can work with numbers and investments, while also helping people.
As an Edward Jones financial advisor, I will listen to you and learn what's most important to you. Then, I will use an established process to show you how to reach your financial goals. 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 strategy, so you have more options when you retire, regardless of what you decide to do.
Throughout our relationship, I will stay in touch with you and keep you on track. My best days are when I can tell a client that he or she has reached their goal!
Contact me today to discuss your dreams and let's start designing your strategy for making them come true.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- LGBT Finances
- Business Retirement Plans
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- LGBT Finances
- Business Retirement Plans
Office Information
Phone Number
Tina D Williams at (317) 781-0108Branch Team
- Jan Kubelsky
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Jan Kubelsky
- Sr. Branch Office Administrator
Branch Team
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