portrait of Kelly Contreras

About Kelly

Obsessed with finance and entrepreneurship from a very young age, I turned a simple babysitting job into a successful small business. Creating an efficient schedule for drop off/pick up allowed me to maximize my service to the neighborhood and help more than one family at a time. Keeping track of my money each week, I put half aside for college (even at 11, I knew the power of saving) and the other into a “new stereo” fund. By the end of summer, I realized the joy of exceeding customer expectations and running an effective business. (Plus, I had an awesome...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Employee Stock Options

Work History

  • Edward JonesSeptember 2013 to Current

Education

  • Univ of Wisconsin,La CrosseBachelor of Science

Team Members

  • Nancy Brick
    Sr. Branch Office Administrator
  • Jonette Dassow
    Sr. Branch Office Administrator
    FPQP®
  • Maria Kampa
    Branch Office Administrator

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