I’m proud to have worked for the last 23 years with Edward Jones, a firm that puts the client’s needs first. I have a passion for serving clients who value saving and investing for current and future needs.
I enjoy working with clients who have financial needs such as:
• Estate considerations
• Preparing for or living in retirement
• Reviewing financial options after a job change
• Education needs
We will work together to create appropriate strategies and to help keep you on track to reach your goals.
Our branch team includes myself and Marsha Roberts, senior branch office administrator. Marsha has worked in the financial services industry in the Rolla area for more than 40 years with almost a decade of that at Edward Jones. She is dedicated to providing you the highest level of service. She has two grandsons and has coordinated the Rolla Alzheimer’s walk.
My husband, Ed, and I live in Rolla with our three boys. We enjoy the beautiful nature of our town, the many community activities and attending our children’s various sporting events.
Outside of work, I volunteer and contribute in many community organizations including the Rolla Chamber of Commerce, St. Patrick’s Parish, Women in Business and Coterie.
At Edward Jones, we use an established process that helps you build a personalized strategy to reach your goals. What is important to you is important to us. Please reach out to us at 573-364-4900. We look forward to getting to know you and serving all your financial needs.
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- College Savings
My Personal Interests
- Spending Time with Family
- Community Outreach
- Health & Nutrition
Office Address1311-B Forum Drive
Rolla, MO 65401 opens in a new window
Phone NumberTracy E Spinaio at (573) 364-4900
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