As your Edward Jones team, it's important for Chelsea and me to understand what is important to you. This is where we start each conversation. It's part of our established process to ensure the personalized strategies we have in place are helping us reach your goals.
As a wife and mother of two young children, I understand how difficult it is to juggle "everything," particularly prioritizing saving for the future when you're trying to pay for daycare, have a career and care for your aging parents. This is why we partner through your life - to get you started and adjust as we go.
I have been investing since my grandparents gifted me stock for my college graduation from the company my grandfather proudly worked at for 40 years. I also saw the debilitating impact that same stock had on my grandma's retirement as a widow. Her income and wealth plummeted with the company's stock during the 2000s and her emotional decisions during that time severely limited her lifestyle moving forward.
As a result, I am passionate about empowering our clients, to make them comfortable with investing and be there to answer their questions as they make life-affecting decisions.
It is a privilege to serve our clients and provide them with peace of mind, whether it is demonstrating that they are saving enough for retirement, how to extend their income in retirement or how they want to pass on a financial legacy to their loved ones.
If we can be of help to you or a loved one, please give us a call and we will start that discussion: 262-875-4586.
- Retirement Savings Strategies
- Divorce Finances
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
Office Address300 Cottonwood Ave Ste 4
Hartland, WI 53029
Phone NumberErin R Ulicki at (262) 875-4586
|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|
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