Edward Jones - Financial Advisor: Vanessa Roney-Eriksen

Edward Jones - Financial Advisor: Vanessa Roney-Eriksen Financial Advisor | Serving Clients Nationwide | MBA, ABFP®, CEPA® professional | Intentional planning for a life that fits. That’s where I come in. We talk.

Take Control of Your Financial Future — One Intentional Step at a Time

You’ve worked hard to get where you are. Now it’s time for your money to do the same. Whether you're building wealth, protecting your assets, or planning for retirement, the financial landscape can feel complicated. But you don’t need a finance degree — you need a strategy that fits and a guide who truly sees where you’re head

ed. I work with people ready to stop guessing and start planning with intention. Maybe you're consolidating accounts. Perhaps life just shifted — a new job, a move, a milestone. Or maybe you’re tired of not knowing if you’re on track. Wherever you're starting from, we’ll meet there — and we’ll build a strategy that reflects your goals, your values, and your timeline.
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What It’s Like to Work Together

My approach is structured but human, detailed but digestible. Your strategy should support your life, not complicate it. Here’s what you can expect:
1. You share your story. I listen.
2. We assess. We look at where you are, where you want to go, and what’s standing in the way.
3. We build. A personalized financial strategy that adapts as your life evolves. This isn’t one-size-fits-all. It’s built for you — thoughtfully, intentionally, and with the kind of service you didn’t know existed in financial planning.
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More Than Advice — A Meaningful Experience

I started as a client, not an advisor. And that perspective matters. This work isn’t just about accounts and numbers; it’s about helping you make financial decisions that feel informed, confident, and completely aligned with the life you’re building. You deserve more than transactions. You deserve to be understood.

One of my favorite things about being an early riser isn’t getting more done.It’s having a little time that still feels ...
06/23/2026

One of my favorite things about being an early riser isn’t getting more done.

It’s having a little time that still feels like mine.

This morning came with a pretty incredible view.

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This ...
06/22/2026

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This "higher-for-longer" interest rate environment may present compelling opportunities in short-term fixed income, while equities can continue to be supported by strong and broadening earnings growth. Brian Therien, Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/44q7Dq2

Three years ago I shared this and it still resonates.The older I get, the more I believe meaningful lives aren’t built t...
06/21/2026

Three years ago I shared this and it still resonates.

The older I get, the more I believe meaningful lives aren’t built through grand gestures.

They’re built one conversation, one act of kindness, one moment of courage at a time.

We rarely get to see the full impact of our actions, but that doesn’t mean the ripple isn’t there.

Keep showing up. The ocean rises one wave at a time. 🌊

❤ One person at a time.

Simple acts.

No motives other than to make the ocean rise 🌊

Today we honor Juneteenth, the day marking the end of slavery in the United States. May we reflect on this important day...
06/19/2026

Today we honor Juneteenth, the day marking the end of slavery in the United States. May we reflect on this important day in American history and continue to work toward an equitable future for all.

06/18/2026
The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. Wh...
06/17/2026

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. When your finances reflect what matters most to you, everything feels a little more in sync.

That’s why confidence is just as important as the numbers. If you’ve been wanting more clarity, let’s talk.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward bro...
06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/4erRGo2

Building a portfolio containing an appropriate mix of stocks, bonds and other investments based on your goals and risk t...
06/09/2026

Building a portfolio containing an appropriate mix of stocks, bonds and other investments based on your goals and risk tolerance can help you withstand periods of market uncertainty.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
06/09/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

06/09/2026

It’s a brand new day. Allow it to be what it is before deciding what it should be.

Address

9137 E Mineral Circle Suite 220
Centennial, CO
80112

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:45pm

Telephone

+13039756312

Website

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