Gaylord, MI Chestnut Court Office

Tabatha Simpson is a CFP® with nine years of experience at Edward Jones, where she has worked continuously since 2012. She is based in Gaylord, MI. Outside of her advisory role, Simpson is involved with Simpson Farm LLC and manages a short-term rental business through Sugar Maple Rentals LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over 23,700 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Janis II is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Jackson National Life Insurance from 2017 to 2018. He is a board member of the Otsego County Foundation, participating in quarterly meetings focused on investment results and goals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Beverly Fink is a Series 66 licensed financial advisor with Edward Jones in Gaylord, MI, and has 7 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Khara Curtiss is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and strategies, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.