I am a seasoned financial advisor with more than 33 years of experience in helping investors reach their goals. Before starting my career with Edward Jones in July 2000, I worked in the banking industry. My job gives me the opportunity to be a partner and a mentor to my clients. I truly enjoy the chance to improve the lives of families and businesses in our community.
I became a limited partner with Edward Jones in 2003.
I qualified this year for the second time to attend the Edward Jones' annual Managing Partner's Conference, an honor reserved for the firms top 400 financial advisors.
As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. No two investors are alike. Working closely with you, I can help determine the most appropriate financial strategy for you and your family. I can help with your retirement savings strategy, so you have more options when you retire. I am committed to empowering you with the necessary information to be confident in your financial decisions.
On a personal note, my wife, Rhonda, and I reside in Rochester. We have two grown children. I attended Illinois State University and graduated with a bachelor's degree in agricultural business.
I enjoy being involved in the community. I am currently serving as a board member for the Transition Living Center and the Community United Methodist Church Daycare.
I have two senior branch office administrators. Pam started with me at Edward Jones in 2000 and Carleen started at Edward Jones in 2014. Together, we are committed to providing you with superior service, where you feel valued and comfortable with your long-term financial goals. We invite you to contact us for an initial meeting, in person, or for those out of the area, a telephone conference.
I look forward to partnering with you throughout your life to help you build a financially secure future.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
Office Address101 N Dodge St
Burlington, WI 53105 opens in a new window
Phone NumberDean A Anderson at (262) 763-9160
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 03:00PM|
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