At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.
Prior to Edward Jones, I worked for Gateway Pharmacy (sold to Gosney Pharmacy in 2014). I discovered a passion for helping others while employed there. I began my career with Edward Jones in 2016 as a branch office administrator. I became the financial advisor in Monroe City in 2018, and have been able to continue serving that passion of helping others by helping individual investors achieve their financial goals.
I attended Mount Mercy College in Cedar Rapids, IA, and graduated magna cum laude in 2004 with a Bachelor of Business Administration in accounting with a minor in finance.
I earned the CERTIFIED FINANCIAL PLANNER™ certification in April 2023, which is the standard of excellence in the financial planning industry, having met rigorous education, passing the rigorous standardized national examination process, demonstrating work experience and completing the ethical requirements in order to serve my clients' best interests.
A native to Monroe City, my spouse and I returned here in 2005 to raise our family. We have been married since 2004, and have three sons and two daughters.
I am an active member of the community, serving as a member of the Chamber of Commerce, Monroe City Food Pantry, MCRI Booster Club, Holy Rosary PTO and Monroe City Singers.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- College Savings
- Charitable Giving
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- College Savings
- Charitable Giving
My Personal Interests
- Music
- Baseball
- Electronics
- Reading
- Spending Time with Family
Personal Interests
- Music
- Baseball
- Electronics
- Reading
- Spending Time with Family
Office Information
Phone Number
Toni Hunter at (573) 735-3260Branch Team
- Kathy Harland
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Monday | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tuesday | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wednesday | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Monday | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tuesday | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wednesday | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Kathy Harland
- Branch Office Administrator
Branch Team
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