FINANCIAL ADVISOR
Brigitte U Herold-Archer

Our branch team is dedicated to empowering individuals who are nearing or living in retirement. We help preserve your wealth, protect your assets, and build a legacy that reflects your values. By collaborating with trusted professionals—including accountants, attorneys, and Edward Jones’ Client Consultation Group—we craft personalized, tax-efficient strategies tailored to your unique financial journey.

We focus on helping our clients through significant life events, like complex estate planning, retirement income strategies, and asset protection. Our goal is to ensure your wealth supports you and your loved ones for generations to come.

We primarily serve successful professionals, high-net-worth individuals, and women navigating...