From an early age, I desired to be financially independent. Motivated and determined, I purchased my first home at age 23. Today, I help others find the confidence and path to create their own financial independence, wherever they are in their lives.
One of the biggest barriers to achieving financial freedom is making assumptions that may not serve you well – assumptions about risk, the quality of an investment or the costs. Part of my role is to provide the information and guidance that allow you to make well-informed choices with your money and your future. Together, we'll identify what really matters to you and then, with determination and forethought, follow a financial strategy to get you there.
In our branch, Kelly Egbers and I work together to provide one-on-one service to clients. Our goal is to provide the personal service that affirms how important you, your family and your success are to us.
In the community, I serve on the board for Rural Response for Healthy Children. I also serve as a senior leader, leading the East Division of Edward Jones, guiding the health and growth of more than 500 branch teams so that more clients can experience the hallmark brand of Edward Jones service.
As a limited and general partner, I am a partial owner of the firm where I've worked for the past 25 years. As a privately held company, we are responsible only to our clients, not to outside stakeholders. My CFP® designation holds me to higher standards of knowledge, ethics and client service.
I am an avid hiker who has recently completed the 50k Maitland Trail hike for the 5th time. My husband Dennis and I were born and raised in Huron County and reside in Bayfield. We are the proud parents of two teenage children, Maitland and Dawson.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Owner Considerations
- Special Needs Financial Considerations
- Intergenerational Planning
My Personal Interests
- Health & Nutrition
- Culinary Arts
Phone NumberErin J Roy at (519) 565-2700
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