Many years ago I began investing with Edward Jones as a young investor. My financial advisor was a great resource to guide me through the early stages of my life and my different entrepreneurial ventures. Now I serve as an Edward Jones financial advisor and love to serve and guide people as well.
He told me when I first started, "If you do your job right, your clients become your friends and your friends become your clients". Many years into the role I reflect and smile on how true that statement is. I love what I do and the people I have the privilege to serve.
I have a broad level of experience - serving eight years in the U.S. Army including being deployed in the initial invasion of the Iraq War. I am grateful to have served and used these leadership experiences to start up several businesses.
My wife and three kids are my world. They are my best friends and my inspiration. I love to volunteer and give back. I run the local 4th of July parade; serve on the local Milton Fund board that gives grants to local community projects; and also run the Gentlemen 101 program that teaches young people traditional values and how to be respectful.
I bring a very personal and holistic approach to my practice. I am highly involved and in frequent contact with all my clients. I specialize in investment management, wealth building for mid-aged professionals and early retirement stage strategies.
The team at my office is world class and I am proud to serve with them. Edward Jones is a brilliant company that always puts the client first.
I look forward to the opportunity to discuss your happiness and the things that are important to you. Give us a call or stop by the branch anytime - we look forward to serving you.
My Personal Interests
- History and Museums
- Spending Time with Family
Office Address691 S Janesville St
Milton, WI 53563 opens in a new window
Phone NumberDerek M Henze at (608) 868-1704
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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