I have been a financial advisor with Edward Jones since 2007. I am a native to Eau Claire and attended Eau Claire Memorial High School and college at the University of Wisconsin-Eau Claire.
It is a privilege to help families accomplish their financial goals by understanding what is most important to them. Every family I partner with is different; maybe they have the goal to retire early and spend time with family, to travel or to help deal with the painful loss of a loved one. As a trusted partner, we are here to help our clients through some of the most important times in their lives. I am incredibly fulfilled by this meaningful work.
Sandy Dickinsen has been my partner in the office since 2008 and is the branch office administrator. She is dedicated to providing the best service and support that makes a meaningful difference in our clients' lives.
Currently, I hold the Accredited Asset Management Specialist™ designation, AAMS®, through the College for Financial Planning. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Paula, and I were married in 2004, and we have three children: Olivia (15), Jack (14) and Ruby (10). As a family, we like to travel, volunteer, attend local sporting events and watch movies together.
The local community volunteer groups that I have partnered with include: Special Olympics, Big Brothers Big Sisters, Junior Achievement, Eau Claire YMCA, Trinity Lutheran Church, Eagles Youth Basketball Club and the Alzheimer's Association.
Our ideal clients share our values of family first, honesty and hard work. These clients want to partner with me and share what their goals are over open and transparent conversation. To find out if we are a fit for you and your family, please contact our office.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Divorce Finances
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
Phone NumberAndy Cooper at (715) 833-3986
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