I want to get to know you, and I believe it’s important to invest our time to understand what you’re working toward before investing your money.
What is important to us?
Family is my foundation. My Gramps is my hero – he served in the Army Air Corps in WWII and is the reason I went Air Force after high school. He was also very financially savvy! My fascination with finance is largely due to his influence. "A penny saved is a penny earned" and "A bird in hand is worth two in the bush" were some of his favorites.
Education is an important value in my life, especially as my parents were teachers for over 25 years before their retirement. They inspired me to earn a Master of Science degree in family financial planning from Montana State University. I began my Edward Jones career in 2017. I've been in the financial industry for over 10 years and hold the AAMS® designation, Series 7 and 66 registrations and insurance licenses in several states.
My clients are my focus. My primary goal is to help you build a personalized strategy for your long-term financial goals. Our clients appreciate our old-fashioned values while utilizing modern tools as a part of our established process. Whether you need to plan your retirement, save for a child’s education or reduce taxes; I can help! We will partner together throughout your life to help you stay on track.
Outside of the office, I'm spending time with my husband and our very spoiled bulldogs: Kimber is a Frenchie, and Bjorn and Lilly are English. We've lived in Gillette since 2015 and are active in the community, including volunteering for the Senior Center. Weather permitting, you'll even see me on my Harley, or jogging around the fishing lake and other local parks.
Chelsie, my branch office administrator, is dedicated to providing you with the highest level of service possible. She values spending time with her husband and fur babies and spoiling her nephews from afar.
Please call the office or email us to connect further!
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Active Lifestyle
Phone NumberWhitney R Jelinek at (307) 670-8029
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