We are your Edward Jones team, passionate about seeing you flourish in life. We take the time to learn and understand your financial goals. Through our established process, we help identify your financial goals and develop personalized strategies and solutions to achieve those goals. We love the lifelong partnership; adjusting and growing with you, through life events, to help you stay on track.
What you can expect from us:
~ Confidentiality
~ A consistent, established process
~ A customized strategy based on your financial goals and comfort with risk
~ Regular review of your goals, strategy and investments
~ Personalized attention and prompt answers to questions
~ Availability to help your family and friends if they so desire
In addition to serving as a financial advisor, I have been a volunteer for over 25 years for Canine Companions for Independence, an amazing organization that partners service dogs and those with disabilities.
Born and raised in Michigan, I am an active mother of three boys; Eli, Caleb and Jett. I have coached a bajillion, yes, a bajillion, soccer teams, developing the fundamentals of life in young men. I'm an avid yogi and up-and-coming golfer with an "athletic swing", they say. (That's code for she may have potential, one day.)
Janessa Hodge makes up the other half of our branch team. She is the branch office administrator dedicated to serving our clients. She has a deep passion for volleyball, a sport she had the privilege to play collegiately. She now shares her passion as she coaches women's volleyball for Maple Valley Schools.
Give us a call or stop by the office for a visit. We look forward to understanding what is most important to you and helping you reach your financial goals.
Focus areas
- Business Retirement Plans
- Divorce Finances
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Sports Enthusiast
- Yoga
- Traveling
- Golfing
- Aviation
Office Information
Office Address
423 N Main StNashville, MI 49073 opens in a new window
Phone Number
Wendi Stratton at (517) 760-8113Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:00PM |
Sat | Closed |
Sun | Closed |
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Branch Team
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