As an Edward Jones financial advisor, my most important task is to understand what's important to you. This starts with your financial goals and extends to understanding your level of comfort investing.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to build and protect your financial future, we will work together to develop specific strategies to help you achieve your goals. A personalized strategy is just the beginning, though; your strategy has to change as your life does. Ours will be an enduring relationship to ensure your strategy keeps pace with your life and your goals – we will be with you every step of the way to help keep you on track.
After 22 years of service in the Air Force, I chose my second career as a financial advisor because it combines two of my great passions: helping people and finance.
Although I am not originally from Wisconsin, my wife’s roots are deep in the Omro area as the daughter of a dairy farmer. After many years of moving around in my Air Force career, we are grateful to be settled in our "forever" home near family.
Our daughter is a 2020 graduate of Winneconne High School and attends UW-River Falls, studying dairy science. Our son is a 2022 graduate of Winneconne High School and will attend UW-Plattville, where he will study mechanical engineering and run on the cross-country and track teams.
Outside of work, I enjoy woodworking, welding, antique restoration and hunting. In the community, I serve as the secretary of the church council at St. Paul’s Lutheran Church in Winneconne and as the Superintendent of Horses for the Winnebago County Fair.
I am incredibly excited to serve the community of Berlin and the surrounding area. I would love to meet you and understand how we can achieve what's most important to you.
Office Address232 Broadway
Berlin, WI 54923 opens in a new window
Mailing AddressP O Box 44
Berlin, WI 54923
Phone NumberDavid A Stone at (920) 354-6411
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