As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do. Envisioning retirement is your job, helping you get there is ours.
My career with Edward Jones began in 2016 as part of the Financial Advisor Career Development Program at our corporate office in St. Louis, MO. After completing the program, I began serving the Greenville, WI community in 2017, and recently transitioned into my Appleton office where I continue to serve clients throughout the Fox Valley.
My spouse, Monique, and I met in 2014 while studying at the University of Wisconsin-Oshkosh and recently married in June 2018. In our spare time, we enjoy spending time on the water fishing, kayaking and boating.
My branch office administrator, Leeann, joined my branch team three years ago and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives. Please contact me to discuss your situation and options. You can also find me on LinkedIn and Facebook. We'd enjoy the opportunity to help make your dreams come true.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
- College Savings
My Personal Interests
- Sports Enthusiast
Office Address2920 N Ballard Rd Suite C
Appleton, WI 54911
Phone NumberCory R Nickel at (920) 939-3851
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