Edward Jones – Lauren O’Brien
I partner together with my clients to understand their values and what’s most important to them. What does your dream retirement look like? Do you have children or grandchildren that you want to send to college? Do you want to spend six months out of the year by the beach? Are you prepared for life’s unexpected twists and turns? I want to first understand your goals and then develop a personalized strategy for you to help you achieve your goals. It’s just as important to monitor your progress towards these goals to ensure you’re staying on track or make appropriate adjustments when needed.
As a private firm, Edward Jones has a family feel and understands the importance of always putting the client first. We partner with the other professionals in your life, such as CPAs and attorneys, and build local and strong relationships with our neighbors.
Outside of the office, my husband David and I enjoy taking advantage of all the Madison area has to offer. We enjoy trying new restaurants, biking or hiking the trails, and attending the different musical and community events. I try to look at each day as a gift and wake with a grateful heart.
My senior branch office administrator, Corinne Tuschl, has been with Edward Jones for over 10 years and is dedicated to providing you with the highest level of service possible.
When you are ready to live your best financial life, contact us for a complimentary consultation.
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Listing Title: Edward Jones – Lauren O’Brien