In 2000, I began my Edward Jones career as a financial advisor in Milwaukee. Prior to that, I worked for the Department of the Navy from 1994-2000 and was in the Naval Reserve from 1994-2004.
In 2005, I earned the AAMS™ designation. The College for 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, Angela, and I have three children, Abigail, Pete and Amanda.
My branch office administrators, Sue and Lisa, have years of experience and are dedicated to providing you with the highest level of service possible.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Focus areas
- Business Retirement Plans
- Employee Stock Options
- Retirement Income Strategies
Focus Areas
- Business Retirement Plans
- Employee Stock Options
- Retirement Income Strategies
Office Information
Office Address
3546 E Sivyer AveSt Francis, WI 53235 opens in a new window
Phone Number
Craig A Lotz at (414) 383-5347Branch Team
- Susan Horounziak
- Sr. Branch Office Administrator
- Lisa Lennon
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Monday | By Appointment Only |
Tue | By Appointment Only |
Tuesday | By Appointment Only |
Wed | By Appointment Only |
Wednesday | By Appointment Only |
Thu | By Appointment Only |
Thursday | By Appointment Only |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Monday | By Appointment Only |
Tue | By Appointment Only |
Tuesday | By Appointment Only |
Wed | By Appointment Only |
Wednesday | By Appointment Only |
Thu | By Appointment Only |
Thursday | By Appointment Only |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Branch Team
- Susan Horounziak
- Sr. Branch Office Administrator
- Lisa Lennon
- Sr. Branch Office Administrator
Branch Team
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