As your Edward Jones branch team, we believe it is important to invest our time in understanding your goals before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help you with your retirement savings so that when you retire, you have the best options available to you.
I am a graduate of Heelan High School in Sioux City, IA. I received my bachelor's and master's degrees from South Dakota State University.
In 1991, I began my career as a financial advisor with Edward Jones and I became a partner with the company in 1995.
My wife and I make our home in Rochester. My wife, Amy, is also an Edward Jones financial advisor here in town. We have six children and three grandchildren. My daughter, Jenny, is also an Edward Jones financial advisor in Rochester. We are all active in the community. I am a member of the Rochester Area Chamber of Commerce and a member of the Rochester Exchange Club. I, along with Edward Jones, am a big supporter of the Alzheimer's Association.
My branch office administrator, Amy Pankow, has been with our firm since 2013. Amy and her husband also make their home in Rochester. Amy enjoys spending time with her three adult children.
Amy and I are both dedicated to providing you with the highest level of service possible.
Phone NumberDon Charlson at (507) 282-2292
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