At Edward Jones, we focus on serving the financial needs of individual investors. My primary goal is to help those individual investors develop an investment strategy geared toward their unique, long-term goals. The personalized approach we take helps to tailor your experience. Helping you prioritize your goals, we can begin working toward the results of achieving them and defining what's important to yourself and your family.
My family and I have resided in the area most of our lives. My wife, Jill, and I have raised three children, Lexi, Douglas and Gage. We enjoy family time together on the lake and traveling.
I joined Edward Jones in 2008, became a limited partner with Edward Jones, and along with my business partner and branch office administrator, Cindy Buboltz, serve the Waukesha area caring for our clients and their families. We focus on you to help achieve a personalized level of service that encompasses the needs of you and your family.
If you become a client of ours, know that our commitment is to understand what's important to you, work alongside you, all while implementing a personalized strategy with the objective of seeing you and your family achieve your financial goals.
Focus areas
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
Office Information
Mailing Address
2339 Silvernail RdPewaukee, WI 53072
Phone Number
Dan Gehring at (262) 524-9191Branch Team
- Cindy Buboltz
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Cindy Buboltz
- Sr. Branch Office Administrator
Branch Team
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