Are you not sure where you are today or how exactly to get to where you want to be? If you find yourself pondering these questions, you're in the right place. I became a financial advisor to help improve the lives of those we serve. In 2022, I earned the CERTIFIED FINANCIAL PLANNER™ certification. I pride myself on partnering with your tax & legal professionals in executing tax-efficient investing
, income & estate strategies. When working with individuals and families, my team and I commit to:
• Communicate proactively to keep you informed
• Help organize your personal finances to help create simplicity
• Partner with your tax and legal professionals
• Develop a sound strategy for your financial priorities
• Identify and mitigate risks to your strategy
Our clients often experience events that can range from retirement or losing a spouse to selling a business or receiving an inheritance. Our office serves clients not only in Frankfort but across multiple states. I particularly enjoy working with clients that collaborate well with our team. I work with my branch office administrator, Leah Borntrager, to deliver the most ideal client experience possible to those we serve. Leah prides herself on executing at a very high level for each of our clients whether that be readying tax forms or scheduling a lunch meeting. She brings a warm voice, a smiling face & a wealth of knowledge to our team. If you are looking for a partner that keeps you informed, creates simplicity, partners with your tax & legal professionals and helps develop a sound investing & financial strategy for your priorities, call our office today at 765-659-3368.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
