Edward Jones - Katie Lamar CFP®, AAMS™
Financial & Investment Services
The intention of my practice is to inspire, build and encourage others to achieve what is most important to them. We will build a personalized strategy to meet your goals. Together we create and implement an investment strategy tailored to your family or business needs.
Along with my branch office administrators, Chrystal Schuerman and Jessie St. Pierre, we work seamlessly to create a welcoming environment. Together we provide the highest level of service to help build, protect and transfer wealth across generations. We serve many working professionals and business owners looking for tax efficient strategies. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect your financial future, we will monitor your progress to help make sure you stay on track. Throughout it all, we're dedicated to providing you with outstanding client service.
Growing up in Lincoln County, this community has made a positive impact on my family and it is important to me that we remain active in giving back. We are parishioners at St Mary's Catholic Church in Hawk Point where I enjoy teaching PSR. I am a former board member of the Troy Area Chamber of Commerce, volunteer with the Hawk Point Athletic Association and close to my heart I lead the Edward Jones initiative for the Lincoln County Walk to End Alzheimer's.
After attending local schools, I graduated from Central Missouri State University with my BSBA in Finance. I earned my AAMS® professional designation from the College of Financial Planning in 2018. In August of 2023 I earned my CERTIFIED FINANCIAL PLANNER designation. This certification is the standard of excellence in financial planning. CFP professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
My husband, Lucas, and I live in Troy where we are raising our two sons, Carter and Cole. They keep us busy playing baseball and soccer, hunting, fishing and boating. As a family we love spending time outdoors.
I look forward to learning more about you and bringing your vision to life.