Financial Advisor611 East North StreetEldon, MO 65026Phone: 573.302.2490 Email: firstname.lastname@example.org
Chalee wants to share your journey to financial independence. She can help you achieve your short- and long-term financial goals. By listening to your hopes and financial aspirations, she assists in defining and prioritizing your goals. Then, combining her knowledge with InvestorServices’ cutting edge technology, Chalee presents a personalized financial plan for your consideration. Once a plan is finalized and implemented, she will periodically invite you to review the progress of your plan. Because your personal situation and the economy are both subject to change over time, the review process allows for making adjustments to keep the plan on track toward realizing your goals.
Chalee began her career in the financial services industry in 1994 after graduating from the University of Missouri (Columbia) with a Bachelor degree in Personal Finance from the School of Human Environmental Sciences. She joined InvestorServices as a sales assistant in 1996, and became a Financial Advisor in 2005.
A lifelong resident of Eldon, Chalee enjoys working in and supporting a community that has provided her family with so many life-affirming experiences and opportunities. She devotes a great deal of time and energy to her children and their activities… 4-H FFA, sports, and school activities to mention a few. Realizing the need to “pay-it forward”, Chalee serves the Eldon area through efforts as a member of Eldon Community Foundation, Kiwanis Club, Aktion Club and in activities sponsored by her church.
Registered representative of INVEST Financial Corporation, member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.
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