With more than 20 years of experience in the financial industry and a degree in business administration, I help individuals, families and business owners create financial strategies rooted in what matters most to them. Whether you’re preparing for retirement, navigating a life transition or building a legacy, I’m here to offer clarity and confidence every step of the way. I work closely with educa
tors and higher-ed professionals, nonprofit leaders and donors, and families and business owners from diverse backgrounds, groups that are often underserved yet deeply committed to making smart financial choices. I also understand the unique needs of multigenerational families and military households, shaped by my own upbringing as the daughter of an Air Force veteran. Outside of my practice, I stay actively involved in the Muncie community. I serve as the Delaware County Women United leader for United Way, sit on the executive leadership team for the Walk to End Alzheimer’s® and proudly serve on the board of a local nonprofit. My goal is simple: to provide meaningful advice, lifelong partnership and a financial strategy that’s as personal as your goals. Amanda Keith is our branch office administrator and supports the office and clients with all administrative tasks. Amanda will be the first face that greets you as you walk in our branch and the friendly voice that wishes you well on your way out. If our branch seems like a match for you or anyone you know, contact us today at (765) 287-8096. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
