The Edward Jones family became a part of my life in 2007 when I became a client on the day an Edward Jones advisor knocked at my front door and introduced himself. With a career in accounting and as a CPA, becoming a Jones client opened a door worth exploring to further my future. While I certainly have an aptitude for numbers, the friendships and business relationships I made throughout my career mean the most to me. The unique Edward Jones business model gave me the opportunity to utilize my number skills and to build further trusted relationships. It became the perfect fit.
To be able to meet with clients and be trusted to assist in their journey of hopes and dreams has become a humbling position for me. It is an honor to help my clients navigate through such things as retirement, education savings and creating a legacy. My clients become my second family, and I am committed to providing personalized solutions and exceptional service to them. Having a fantastic Branch Office Administrator, Debra Masters, in my office makes providing personalized client service a breeze.
My schooling consists of attending the University of Illinois and graduating from the School of Business with a degree in accountancy. I was also honored to become a limited partner with Edward Jones in 2019. I am happily married to Dan Hartnett and have three sons, John, Ben and Daniel Jr. We also have two cute girl dogs, Freckles and Pepper. My spare time consists of hiking, bird watching and reading.
Do you need a financial advisor with a fresh perspective? I would love to meet you and provide a complimentary consultation.