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Erin D

CFP®, Series 66

Stephens City, VA

Edward Jones

Erin Drumheller is a CFP® professional with four years of industry experience, currently advising clients at Edward Jones since 2022. Prior to joining Edward Jones, she worked at The Gemini 3 Group, Inc. as a consultant and at Geico for four years. She serves on the boards of NW Works and Girls on the Run, Shenandoah Valley, where she participates in governance, strategic planning, and finance committees. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Corey S

CFP®, Series 66

Stephens City, VA

Edward Jones

Corey Seymour is a CFP® professional with seven years of industry experience, currently serving at Edward Jones since 2019. Prior to joining Edward Jones, he worked for six years at the National Church Group Insurance Agency. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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