I am a seasoned financial advisor with more than 16 years of experience helping investors reach their goals. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they have confidence in their future.
I started with Edward Jones as a branch office administrator back in 2001. As I partnered with the financial advisor in the office, I saw firsthand how he was able to build personal strategies for our clients and help them achieve their financial goals. Inspired by those relationships, I decided to become a financial advisor in 2003. Since then I have been fortunate to continue the Edward Jones tradition of putting our clients first. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. I want to understand what is important to you. I will use an established process to build a personalized strategy to help you achieve your goals and I hope that we will partner together throughout your life to help keep you on track.
Working together with me to deliver the highest level of service possible, is Kristi Drake. As our branch office administrator, Kristi will work with you to make sure all of your questions are answered regarding your statements, dividends, stock certificates or your accounts in general. Kristi has over 24 years of experience with Edward Jones. She is an integral part of our team and enjoys the relationships she has built with our clients over the years and always looks forward to building more.
On a personal note, my husband, Scott, and I have two children, Sam and Leighton. We enjoy watching our son play on the basketball team at the high school and we enjoy watching our daughter discover her passion for dance and music.
I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation - let's visit.
Office Address848 Arthur Dr
Milton, WI 53563 opens in a new window
Phone NumberCari L Henning at (608) 868-4273
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:30PM|
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