When I finished graduate school and began my career as an engineer, I knew that I wouldn't be able to achieve my financial goals by work alone. I began learning about investing and finances, because I felt it was the best way to take control of my future, allowing me to choose how and when I might retire. I developed a deep passion for investing that led me to a career change and becoming a financial advisor with Edward Jones over 17 years ago. Now, I get to spend my time helping clients like you to take control of their futures.
In addition to educating others, I believe in always learning. That is why I hold the Certified Financial Planner™ (CFP®)* and AAMS® professional designations.
Serving clients is just one of my passions. Along with my wife, who also happens to be an Edward Jones financial advisor, I am deeply dedicated to spending time with our three children. We spend much of our time together fishing for whatever is biting, biking and exploring. I also have a love for everything automotive and like to tinker with and drive cars.
If you're looking for an experienced team, please know this: Together, we will take the time to fully understand your unique financial picture and then helping you make educated choices on what is best for you. Along with my branch office administrator, Jenny Dochnahl, we strive to provide you with unparalleled service. Please contact us to set a time to meet in person or virtually.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
- Portfolio Reviews
Office Address113 N Iowa St
Dodgeville, WI 53533
Phone NumberBob Allbright at (608) 935-9299
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