As your Edward Jones branch team, we want to understand what's important to you. We use an established process to build personalized strategies to help reach your goals. We will partner together throughout your life to keep you on track.

I began my Edward Jones career in 2007 as a financial advisor. I became a limited partner with Edward Jones in 2014.

I attended the University of Wisconsin - Whitewater and graduated in 2007 with a Bachelor of Business Administration in finance. In addition, I received the Accredited Asset Management Specialist™ professional designation in 2012. The College of 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 spouse, Christine, and I have four children: Grace, Ryan, Ella and Charlotte.

Originally from Jefferson, I have lived in Jefferson County my entire life.

The office senior branch office administrator is Lisa Wartgow. Lisa is dedicated to client service excellence. Please contact Lisa with general account questions, referrals or scheduling a time to meet with the branch team to review your personalized strategy.

Our vision is to be the first choice for financial strategies with families in our community. We work with families who trust and value our advice and time. I would love the opportunity to invest some time to find out what's most important to you and how I can help you reach your goals and fulfill your hopes and dreams.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Golfing
  • Active Lifestyle
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

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