We work with clients to help manage their assets and reach long-term financial goals. Advise and assist clients on a variety of matters, from investing and saving for retirement to funding a college education or a new business while preserving wealth.
As a Certified Financial Planner®, I have a thorough knowledge of personal finance, taxes, budgeting, and investing. Specialize in estate planning, asset allocation, education and retirement planning. Make plans specific to each client financial needs and wants.
Emails: lauren.lattig@edwardjones.com or kristi.everitt@edwardjones.com
Historic Downtown Terrell. Corner of Moore Ave. and Catherine St.
