• Edward Jones- Rachel E. Dobbs, Financial Advisor

About Us

When it comes to your financial goals, the experiences you wish to have, the trips you plan to take, the legacy you strive to leave behind — each of these priorities deserve attention to detail, a holistic approach to planning and a dedicated financial advisor to partner with you through the years ahead.

With my clients, I work closely with you and your professional partners such as CPAs and attorneys. This individualized and comprehensive financial advice is something that makes my office unique. It has become a signature of our service so that you may feel more informed and more confident in your years ahead.

Please reach out to Tricia and myself to schedule a complimentary comprehensive financial review or request a presentation at your next event. We look forward to talking with you soon.