751 E. Porter Avenue, Suite 6
Chesterton, Indiana 46304
Toll Free: 833-250-3240
Before moving into financial services in 2014, I was a small business owner. I experienced first-hand the challenges business owners and individuals face when it comes to mapping out an approach to finances that will accomplish our goals and objectives – whether it is an enjoyable retirement, sending kids to school, or transitioning a business or wealth from one generation to the next.
That’s why I moved into the financial services field in 2014. I’ve been fortunate to work alongside two exceptional professionals, who have between them more than a half-century of experience. In 2018, we joined Benjamin F. Edwards & Co. and helped open its Chesterton, Ind., office because of its rich tradition of client-first service. The St. Louis-based financial services firm also brings with it a knowledgeable group of investment experts who stand ready to assist me and my clients on a moment’s notice.
Together, all of us at Roberts Jackson Wealth Management of Benjamin F. Edwards & Co. are committed to developing a financial approach that is designed to specifically for you. We’ll explore what your financial goals are, and then examine ways to achieve them. We will work together with you every step of the way, and I’ll check in periodically to let you know how we are doing.
Stop by or give me a call. Let me show you what personalized investment advice at Benjamin F. Edwards & Co. is all about.
Mount Mercy University, Bachelor’s Business Administration, with majors in Accounting and Finance