I joined Edward Jones because I have a sincere desire to help people become more financially secure. My parents were hardworking state and federal employees who focused on the success of their three kids. They worked really hard to send me and my siblings to the best private high schools and colleges that they could afford. Their jobs also allowed them to take us on memorable vacations throughout the country that I will never forget. Unfortunately, they were not able to save more money for their retirement. I always felt that if they had a financial advisor who understood their goals and dreams, they would have been more financially secure.
This is why I became a financial advisor. My goal is to understand what is important to my clients. I use an established process to build personalized strategies to help each client reach their goals. My Edward Jones team and I partner together throughout our client's lifetime to help keep them on track.
Before joining Edward Jones, I had a 10-year career as a commodities broker at the Chicago Board of Trade. For 20 years I did business-to-business sales. In 2013, I joined Edward Jones as a financial advisor. My unique experience has given me a special eye toward understanding the complex world of finance and how it – and our concerns in life – are intertwined.
My wife, Jane, and I have lived in Shorewood since 2001. We have two children, Henry and Tessa. Henry is entering his senior year at the University of Iowa, majoring in engineering. Tessa will be a sophomore at the University of Minnesota. We also have a 14-month-old puppy named Rosie.
A big part of what I do is give back to the community where I live. I currently serve as a Commissioner on the Chief of Police Board and am a member of the Shorewood Business Improvement District (BID).
I would love the opportunity to learn more about you, your family and your goals and see how I can help.
My Personal Interests
- Scuba Diving
Office Address4314 N Oakland Ave
Shorewood, WI 53211 opens in a new window
Phone NumberCraig Bulluck at (414) 967-9042
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