Edward Jones Investments Tracy Gundert

About Us

Your financial goals are important! I want you to feel valued, understood and in control.

As your financial advisor, before we ever discuss specific investments, I want to understand what is most important to you. By understanding your priorities, we will work together, using an established process, to create individualized investment strategies. We continue to partner together to make sure you stay on track to achieve the goals that are important to you.

Some of the more common questions I help clients find answers to are:
- How much should I contribute to my 401(k)/403(b) vs my Traditional IRA/Roth IRA?
- When can I retire, and will I be able to have the retirement I have dreamed about?
- I just left my job. What should I do with my 401(k)?
- How much emergency cash should I have and how do I make the most out of it?
- I am a business owner. What are the retirement plan options for me and my employees? How can I provide financial education to my employees?

Prior to joining the Edward Jones team, I was an Edward Jones client for 20 years. The care and commitment I received as a client inspired me to join the team and provide that same level of care to my clients. My previous career was a 27-year tenure at a company, serving in various executive leadership roles. In these roles, I helped individuals realize and achieve their potential within their careers. Now I help clients realize the potential in their financial goals.

Outside of work, you will most likely find my husband and me on an athletic field, watching our three high-school-age girls (Jaycee, Corey and Shelby)