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Ella P

Series 66

Wyoming, MI

Edward Jones

Ella Perry is a financial advisor at Edward Jones in Wyoming, Michigan. She holds a Series 66 designation and has one year of industry experience, having been with Edward Jones since 2024. Prior to her advisory role, she held positions in retail and community engagement, including work at Von Maur and the University of Tennessee's Student Engagement Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large network of financial 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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Matthew S

Series 66

Wyoming, MI

Edward Jones

Matthew Soderdahl is a financial advisor at Edward Jones based in Wyoming, Michigan. He holds a Series 66 designation and has a year of industry experience. His prior work history includes roles at Edward Jones, Colorado School of Mines, Hillsdale College, Buckle, and Center Grove School Corporation. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Wyoming, MI

Edward Jones

Jared Baker is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Bay Welding Services, Inc. and Prodigy Medical, LLC. Outside of his advisory role, he is the owner of a short-term rental business in Homer, Alaska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Financial Professional Values-based investing Religious/faith focused
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Richard H

Series 66

Wyoming, MI

Edward Jones

Richard Houck Jr. is a financial advisor with Edward Jones in Wyoming, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates Twin Pine Ranch LLC, where he raises and sells beef cows. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Amy R

Series 66

Wyoming, MI

Edward Jones

Amy Ransler is a financial advisor at Edward Jones with eight years of industry experience and holds the Series 66 designation. She is based in Wyoming, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products through a nationwide network of more than 23,700 advisors.

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

Series 66

Wyoming, MI

Edward Jones

Christopher Parker is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones, he worked in public education at several school districts in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

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

CFP®, Series 63, Series 66

Wyoming, MI

Edward Jones

David Hibschman is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 1996. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment solutions and operates under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Business succession planning Retirement income strategy Founder/Business Owner
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