Part of our holistic approach addresses investing that aligns with your risk tolerance and goals. While attending Drake University, I played basketball and majored in business and entrepreneurship. I learned the value of investing your time to work toward a goal. I will apply that same dedication to discover your goals and what is most important to you before investing. I am fortunate to work in t
he same office and learn from my dad, Andy Wooldridge, who has served as a financial advisor in the Cedar Rapids area at Edward Jones for 31 years. Growing up in Center Point, IA, I felt a deep sense of community and support. I am excited to serve the communities that helped shape who I am today. Our team welcomes the opportunity to work with you, whether you are just beginning or need help preparing for retirement, saving for education, planning your estate, saving for the unexpected, finding tax sensitive solutions, or building your portfolio. My senior branch office administrators, Lesia Stuelke and Jill Rittmer, have more than 44 years of combined experience and are dedicated to providing you with the highest level of service possible. In my personal life, I am getting married in June 2024, to my fiancé, Grant, who is an architect in Cedar Rapids. We enjoy the outdoors, attending sporting events, spending time with friends and family, and traveling. If you've made it this far, and think you might be a good fit? We would love to connect with you. Give us a call or stop by our office to get started. If you don't have a financial strategy or would like to review your portfolio, we offer complimentary consultations and welcome the opportunity to work with you.
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