As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward and learn what is most important to you. By doing so, we can partner together to develop personalized strategies to help you meet your long-term goals.
I began working at Edward Jones in 2014 as an on-call branch office administrator at offices in the Oshkosh and Madison area until 2016, when I transitioned to a financial advisor, working out of our home office in Tempe, AZ, before opening up the firm's second office in New London at the beginning of 2017.
I am a 2015 graduate from UW-Madison, holding a Bachelor's Degree in economics with a certificate in mathematics.
I am active in the community as both a member of the New London Rotary Club and New London Chamber of Commerce, serving as a Chamber Ambassador the last two years.
My branch office administrator, Holly, has over nine years experience serving clients and is willing to go above and beyond for your needs and questions. She is available to answer any administrative or general questions you may have related to your account, so please don't hesitate to call.
Together, we strive to provide highly personalized service. Everything we do for our clients is aligned to help us better understand, meet and exceed your unique goals.
- Business Retirement Plans
- Employee Stock Options
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Intergenerational Planning
My Personal Interests
- Art & Theater
- Community Outreach
- Outdoor Enthusiast
- Sports Enthusiast
- Personal Fitness
Office Address315 Burton Rd Suite 101
New London, WI 54961
Mailing AddressP O Box 149
New London, WI 54961
Phone NumberCorey A Knepfel at (920) 982-7440
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:30PM|
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