Growing up, my grandparents helped instill the importance of hard work and helping others. They taught me to see the value in financial guidance and security it could provide people. Then, with the loss of my father in 2016, I spent weeks sorting through files and making phone calls. After wading through endless papers and planning for a different future, I again realized the need for guidance when sorting out the most private and complex aspects of our lives. I want to be that partner for your family.
Whether you're planning for retirement, estate considerations or just trying to protect the financial future of the ones you care for most, we will work together to develop strategies to help you achieve your goals. Together, we will review and monitor your progress to help you stay on track and determine when adjustments may need to be made. Throughout it all, we're dedicated to providing you top-notch, personalized client service.
As a 2012 graduate of the University of Wisconsin-Eau Claire, I hold a bachelor's degree in finance. My husband, Nick, and I met while in college before relocating to Appleton for Nick's work and my original Edward Jones office. Nick and I fell in love with western Wisconsin while in college and dreamed of living here again. We are excited to be back and growing roots and our family here. We have a brand new daughter and four dogs: three German short-haired pointers and an English springer spaniel.
My office administrator, Jaylea (Jay-Lee), is eager to get to know you and help with your administrative needs. When Jaylea is not working hard at the office, you can find her at the local hobby farm she calls home. Jaylea enjoys riding horses, barrel racing and spending time with her family.
I am happy to say that my business is so much more than just a job – it's a chance for me to fulfill my passion of improving the lives of families and businesses in our community. It all starts with a conversation. Let's visit!
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Employee Stock Options
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Active Lifestyle
Office Address150 W 1st St Ste 280
New Richmond, WI 54017
Phone NumberDevon Schoenbohm at (715) 246-9755
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