Growing up in northeastern Wisconsin, I was blessed to have the guidance of my mother who always says, "It's not how much you make, it's how much you save." I am so very thankful to have been exposed to such wisdom throughout my entire life. Shortly after graduating from University of Wisconsin-Madison in 2000, I landed in Janesville, WI. I previously worked in purchasing and with my own Edward Jones financial advisor, I was always intrigued by markets and personal finance. When I was ready for a career change, financial advising was an easy choice.
I am blessed to have the support of my husband, Jerry and our four children – Ryker, Alayna, Landon and Eden, ranging in ages from 19 to 7. They keep us very busy with a variety of sports, activities and loads of personality. They are also the reason for everything I do!
Community involvement is very important to me – we are all stronger when we support and build up each other. I am very involved in the Milton School District, volunteering with many different programs including speaking to the financial literacy classes, career days, academic and career presentations, Lunch Buddies, and various sports booster clubs. Outside of the school district, I am also involved in the Milton Area Chamber of Commerce, the Janesville Noon Rotary Club and Agrace, to name a few.
I love the outdoors: hiking, biking, skiing, camping and traveling! Anything that involves adventure and making memories with my family and friends is right up my alley. When I'm not exploring the great outdoors, I enjoy cooking, puzzles, games and playing piano.
As an Edward Jones financial advisor, my passion is to help individuals, businesses and families balance living life today with achieving financial goals and dreams. I strive to partner with clients by empowering them to build financial independence on this lifelong journey together. The foundation of my practice is built on trusted relationships and working to gain a deep understanding as to what is most important to my clients as they share their vision for their future.
Our clients are served by Wendi Kindstrom and Taylor Lea as branch office administrators who are focused on customer service and attention to detail. Our goal is for you to receive personal and professional service every time you interact with our office.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- College Savings
- Entrepreneurs & Business Owners
- New Investors
- Portfolio Reviews
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- College Savings
- Entrepreneurs & Business Owners
- New Investors
- Portfolio Reviews
My Personal Interests
- Camping
- Cycling
- Hiking
- Spending Time with Family
- Traveling
Personal Interests
- Camping
- Cycling
- Hiking
- Spending Time with Family
- Traveling
Office Information
Phone Number
Elizabeth L Bailey at (608) 373-5071Branch Team
- Wendi Kindstrom
- Branch Office Administrator
- Taylor Lea
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Wendi Kindstrom
- Branch Office Administrator
- Taylor Lea
- Branch Office Administrator
Branch Team
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