Work History
Edward Jones
Edward JonesFebruary 2014 to Current
About Joni
I chose a career in financial services because I believed I could make a difference in the lives of families in my community. I joined Edward Jones in 2014 when I discovered the firms core values aligned with my own.
My branch team and I strive to understand our clients unique story. I focus on helping my clients understand the investment world in terms they can understand. While I may deal with numbers, researching investments and developing financial strategies, what I'm really passionate about is people: working with my clients to help them achieve their long-term financial goals.
My ideal clients are...
My branch team and I strive to understand our clients unique story. I focus on helping my clients understand the investment world in terms they can understand. While I may deal with numbers, researching investments and developing financial strategies, what I'm really passionate about is people: working with my clients to help them achieve their long-term financial goals.
My ideal clients are...
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Sustainable investing
- Charitable Giving
- LGBTQ+ Finances
Work History
Edward Jones
Edward JonesFebruary 2014 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Education
Western Michigan University
Western Michigan UniversityBachelor of Business Admin
Education
Western Michigan University
Western Michigan UniversityBachelor of Business Admin
Personal Interests
- Spending Time with Family
- Traveling
- Tennis
- Camping
- Community Outreach
Team Members
Denise GoochSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 03:30PM |
| Fri | 08:30AM - 03:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 03:30PM |
| Fri | 08:30AM - 03:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
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