Lunch & Learn with Edward Jones
11:00 AM – 1:00 PM | Tuesday, January 14 | Library
Members Only
Join Edward Jones for lunch as Michelle Westin guides you through running your business with your dream retirement in mind. Learn the foundations of investing and saving for the future, and discover why exit and succession strategies are crucial, no matter the stage of your business.
About Michelle Westin
Michelle came to Edward Jones from the second largest global asset manager, The Vanguard Group, and brings her strong financial background into her business. In her career, she has held roles focused on investments, industry relationships, leadership, and strategic problem-solving. Michelle became a financial advisor to utilize her experience and knowledge to serve clients and her community more personally. Michelle’s team is focused on building personal connections and trusted relationships which allow her to deeply serve each unique individual.
Michelle is passionate about understanding what is most important to her clients and partnering together to bring a sense of clarity, comfort, and confidence in their financial future.
