Growing up, my first inclination was to be a police officer. Instead, I have built a long, enjoyable career as an Edward Jones Financial Advisor. I really didn't veer much away from my dreams - I still help people get to where they want to go, but now, it's a financial journey. I am passionate about building relationships and watching people succeed.
Before you can begin working toward achieving your financial goals, you must first define what's important to yourself and your family. Then we set clear financial goals and build strategies to map the road toward achieving them. I collaboratively work with clients and our team of trusted professionals to create actionable plans that utilize sound investment and estate advice, tax efficient insurance strategies and goals based planning.
I work with clients in agriculture, and developers, executives and professionals such as lawyers, accountants, engineers and physicians. Aligned with our firm philosophy, I have adopted a conservative investment approach with a strong focus on capital preservation, income generation and steady long term results to ensure peace of mind.
Helping you stay on track regardless of the markets is part of what I do. I have experienced all different types of markets- recessions, bulls, and financial and geopolitical crises- and I've always stayed close to clients to help guide them through.
Both myself and my Branch Office Administrator Andrea Miro are dedicated to ensuring clients expectations are exceeded. We look forward to meeting you soon.
Phone NumberBonnie De Michele at (519) 364-2498
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