I believe that the best kind of teacher is one who is able to explain complex ideas through simple explanations. While working with our clients, I believe that educating and explaining financial concepts is just as important as the recommendations that we make here at Edward Jones.
Our primary focus at this branch is serving business owners, pre-retirees (10 years or less from retirement), farmers, and young professionals or super-savers.
We partner with our clients to understand what's important to them, their family, and their specific situation. We then use our established process to build out their unique financial strategy. We work closely with our clients' tax preparers and legal team to ensure their investment and retirement strategy is in alignment with their tax and legal planning, and offer insurance solutions as well. I take the time to explain what we are doing and why. As I plan to work here for the next 30 years, I tell my clients I'll be the one to keep them on track for the long-term.
I am passionate, focused, and driven as a Financial Advisor at Edward Jones. I have been humbled to be recognized nationally making the 2021 Rising Star list and as winner of the 2022 Advocis Award for Young Achiever of the Year, both by Wealth Professional Magazine – a national financial publication.
Putting together a cohesive, comprehensive financial strategy can feel overwhelming at first. The hardest part is just getting started. Please consider reaching out to book in with us – we pride ourselves on being approachable and treating everyone like family.
When I'm not at work, I can be found spending time on our acreage with my husband Cody, and our son Oliver, and our families. Each summer we get together and jam in our low budget garage band with my sisters and their spouses. We frequent my in-law's cabin at Crystal Lake and their farm near Stenen. My other interests include reading, spin class, fishing, and attending concerts.
- Business Owner Considerations
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
- Personal Fitness
- Spending Time with Family
Phone NumberKristen Zubko at (306) 786-1819
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