Certified Financial PlannerTM professional
Financial Advisor, LPL
611 East North Street
Eldon, Missouri 65026
"I help families and individuals realize their financial goals, by providing personalized financial planning with simple honest advice."
Chalee's approach to financial planning features personalized investment strategies and straightforward, transparent fee structures. She believes you deserve advice that keeps your best interest at heart.
Chalee's first experience with the stock market came while her brother was employed at Wal-Mart. He was encouraged to purchase company stock, which Chalee thought was pretty cool. It would be several years before she was faced with decisions about her future, but conversations with her brother about investing for the future had planted a seed. She vowed she would eventually own stock in something.
While finding her way through college, finance and investing kept popping up, culminating in a degree in Personal Finance from the University of Missouri. When Chalee started with Central Investment Advisors, she was partnered with a seasoned advisor to provide administrative and operational support, while learning the business. Chalee then obtained her securities registrations and opened her financial services practice in the Eldon facility of Central Bank.
A consummate professional, Chalee earned designation as a Certified Financial Planner™ professional in 2016. Only 17% of all financial advisors in the industry can claim this distinction. As a CFP® professional, Chalee is required to maintain certification through continuing education, something to consider with new financial instruments appearing regularly on the consumer market. In addition, she is bound by the CFP Board's Standards of Professional Conduct, which are rigorously enforced.
Born and raised in the Eldon area, Chalee considers it a blessing to have been able to raise a family while having a fulfilling career in her hometown. She lives on a farm with her husband Doug just outside of Eldon. They have raised two children, Hayden and Trinity, along with a lot of livestock there. When not working, they are active in church, 4-H, and Future Farmers of America. Chalee is a founding member of the Eldon Community Foundation, currently serving as a board member. In those rare moments at home, Chalee enjoys cooking, decorating their home, and swimming.