Before you can begin working toward achieving your financial goals, you must first define what is important to you and your family. Goals might include making sure you have enough money saved for retirement, putting your children through college, leaving a legacy to your heirs or something else altogether different. We will partner together throughout your life to create a customized individual strategy to help keep you on track toward reaching your goals.
My exposure to investing started at a young age. I received a small inheritance when my grandmother passed away. It was then that I sat on the other side of the desk as an Edward Jones client and began to learn the power of the legacy that my grandmother left to me.
I began my career as a financial advisor in 1999 and my career with Edward Jones in 2002. My education includes a degree in finance from the University of Wisconsin-Eau Claire and the Accredited Asset Management Specialist™ (AAMS®) designation*.
I strive to work with clients as a financial advisor and educator, so you leave each meeting feeling confident and comfortable with the goals you have set out to achieve. My branch office administrator, Cari Kehl, is dedicated to providing the highest level of service possible.
At Edward Jones, we are focused on you. Working together, we can help you develop a complete tailored strategy to help you achieve your financial goals.
*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.
Phone NumberDianna Price-Richardson at (262) 367-6554
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More