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Sandra B

Series 66

St. Marys, OH

Edward Jones

Sandra Boesche is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2007, accumulating 19 years of industry experience. She also assists with tax-related administrative tasks at a CPA firm during tax season. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services, supported by a large network of advisors and branch offices across the United States.

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

Series 66

St. Marys, OH

Edward Jones

Travis Elsass is a financial advisor with Edward Jones in St. Marys, Ohio. He holds the Series 66 designation and has 19 years of industry experience, including 20 years with Edward Jones. Outside of his advisory role, he is involved with Table Investments LLC, a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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