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Monica K

ChFC®, Series 66

St Louis, MO

Edward Jones

Monica Kiburz is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. She has worked at Edward Jones since 2020 and previously was employed at Impressions Direct from 2015 to 2019. 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 nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew S

CFP®, Series 66

St Louis, MO

Edward Jones

Matthew Schmitz is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He supports Dwell Differently, LLC, an e-commerce business, by providing back-office finance and operations assistance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Passive / index investing ESG / Sustainable investing Founder/Business Owner
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