I began my career with Edward Jones in 2006 as a branch office administrator. Many times through those years I would tell my clients I would be there for them and I had no plans to ever leave. After over 13 years in the role, I was presented with an opportunity to become a financial advisor for the firm and one of the best decisions I ever made was to pursue that opportunity. I am continuing my passion to make a difference by partnering with my clients throughout their lives to help them achieve their financial goals. The relationships I have developed are what set me apart from an 800 number.
Every client has different needs and unique situations. Using an established process and an understanding of what is most important to you, I help create a customized strategy tailored to you and personalized to meet whatever changes you may have in your life. You will benefit from the ongoing monitoring to build, organize and protect your wealth.
On a personal note, I'm an "empty nester" and enjoy spending time with my two adult daughters, Elizabeth and Alyssa, and grandson, Levi. I have three daily companions, my two toy poodles, Bucket and Maizie, and yellow lab, Oliver. I moved to Minnesota from Texas in 1999 and consider Minnesota my home. I enjoy adventure, travel and philanthropy in my free time.
I would like to help provide the answers to your questions so that you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Connect with me on LinkedIn
- Follow me on Facebook
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- New Investors
- Estate & Legacy Strategies
- Wealth Strategies
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- New Investors
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
- Aviation
- Pets
- Skydiving
- Traveling
Personal Interests
- Aviation
- Pets
- Skydiving
- Traveling
Office Information
Office Address
1658 W 9th StWinona, MN 55987 opens in a new window
Phone Number
Alana Wilson at (507) 615-0470Branch Team
- Terrie Lueck
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Terrie Lueck
- Branch Office Administrator
Branch Team
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