Tailored solutions. Personal service. There is nothing more important to me than understanding what is most important to you. I use an established process to build personalized strategies to help you achieve your goals. We will partner together over your lifetime to help monitor your progress and determine if any adjustments need to be made.
My process includes advising clients on financial assessments using knowledge of investment and insurance strategies. My duties include assessing a client's comfort with risk, assets, liabilities, income and saving rate, insurance needs, financial objectives and estate considerations. I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
On a personal note, I grew up in Sun Prairie, where upon graduation, I attended the University of Wisconsin-Madison. I began working with Edward Jones in 2007 and opened my office in Monona, WI, in 2008. I have since received the Accredited Asset Management Specialist™ (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. In addition, I became a limited partner with Edward Jones in 2013.
I currently am a member of the 100 Men of Dane County, serving our communities' children and youth. I also serve as a board member for the McFarland Education Foundation. I have been married to my spouse, Katie, since 2001. We have a son and two daughters who attend school in McFarland, where we have lived since 2002.
Mary Quinn-Jacobsen has been my business partner since 2009. She has been with Edward Jones since 2001 and is also a limited partner. Our newest member, Cady Brunkow, joined our team in 2019. Together, we are committed to providing you personal, customized service.
Phone NumberDave Cappozzo at (608) 224-1747
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