Passion? Goals? Budget? What are you going to do to achieve these goals? What is your long-term plan? These are questions that a previous manager and late Edward Jones financial advisor asked me. As I worked through these questions, a spark was ignited. I realized the path I wanted to follow was to help others answer these questions. Edward Jones's culture is a perfect match. I’m truly excited to talk with clients about their goals: preparing for retirement, sending their children to college or leaving a legacy. I use an established process that combines the timeline to achieve the goal, risk (what your comfort level with the market is) and your budget to provide a unique strategy designed to help achieve your goals. Growing up in Colorado and getting my degree at Metropolitan State College, I realized the many opportunities and challenges families face regardless of income and life stage. I enjoy sharing the knowledge I’ve learned to help educate clients on their options. I look forward to talking with clients regularly about their strategy to ensure their goals, risk and timeline are still in alignment. And, if an adjustment is needed, we pivot. My husband, two children and I live in Johnstown where we enjoy riding bikes, golfing, cooking and traveling. We also, as a family, donate our time to many organizations. We participate in the Walk to End Alzheimer's. I want to know what is important to you. I’d be honored to spend time helping you create a strategy to help achieve your dreams. Give me a call or send me an email.Lisa Gemaehlich Lisa.Gemaehlich@EdwardJones.com(303) 990-7647