She completed executive education in investment management at UChicago and Harvard Business School. Working together begins with a simple conversation. We’ll discuss your goals, priorities, and what matters most to you financially and explore whether working together would be the right fit. Behind me is a team of investment strategists, research analysts, financial planning specialists, and servic
e professionals at our home office, all working together to support thoughtful guidance and reliable service for our clients. I also partner closely with Kari Rouzzo, our Branch Office Administrator, who helps ensure the day-to-day needs of our clients are handled smoothly. Kari is based at our St. Together, we work to ensure our clients receive both personalized advice and dependable service. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.