Katrina Yun-Nikolac
As a financial advisor for Edward Jones, Katrina believes it is important to invest her time to understand what her clients are working toward before they invest their money. It is also important to understand the level of risk her clients are comfortable accepting when investing so she can balance it with the steps necessary to reach their long-term goals. Whether her clients are planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones they care for the most, Katrina can work together to develop specific strategies to help them achieve their goals. She can also monitor their progress to help make sure they stay on track or determine if any adjustments need to be made. Throughout it all, she is dedicated to providing her clients top-notch client service. However, she is not alone. Thousands of people and advanced technology support her office so she can help ensure her clients receive the most current and comprehensive guidance. In addition, she welcomes the opportunity to work with her clients' attorneys, accountants and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, she can help her clients develop a complete, tailored strategy to help them achieve their financial goals.
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