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Casey S

Series 66

Prince Frederick, MD

Edward Jones

Casey Styer is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. Prior to that, he worked at Blue Agave Grill for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Inheritance planning Military & Veterans Government Employee Women Professionals
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Elizabeth R

Series 66

Prince Frederick, MD

Edward Jones

Elizabeth Rockenbaugh is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2020. She has five years of industry experience and a background that includes roles at Creative Software Consultants and A-Whisco, Inc. Outside of her advisory work, she serves as a youth soccer referee in Sandy, Utah. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Retirement income strategy Business exit / sale strategy Divorce financial planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Women Professionals Widow/Widower
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