Edward Jones - Financial Advisor: Katie L Thieman, CFP®|ChFC®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Katie Thieman is a Certified Financial Planner (CFP®) and financial advisor based in Springfield, Missouri. She provides personalized financial planning and investment guidance to clients in the local area. Katie specializes in retirement planning, education savings, and tax-smart investment strategies. Her approach emphasizes face-to-face consultations to help clients achieve their financial goals.

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