Our Edward Jones passion is to create trusting relationships with families and business owners in a friendly and professional atmosphere. Together, we help to build sound individualized financial strategies. These include retirement planning, business retirement planning, saving for education and protecting and passing wealth for families.
For 20 years in Stevens Point, WI, our approach has been to understand what is most important to clients to help meet their financial goals. We partner with clients and their trusted professionals to determine the most appropriate strategies with care and respect. My team includes Gayle Dumler and Brianne Kluck.
I was raised on a local dairy farm just west of Stevens Point, which taught me the value of hard work and integrity. I am a graduate of SPASH and have a bachelor's degree from UW-River Falls. In addition, I earned my Certified Financial Planner™ (CFP®) certification* and I'm a member of the Portage County Business Council.
My wife, Pam, and I have been married for over 30 years and have four grown children: Heather, Joel, Luke and Haley. We are also proud grandparents of our four grandkids. My wife and I enjoy spending time with our family, going for evening walks and watching sporting events.
If you are interested, we would welcome the opportunity to sit down and visit. We wish to always provide our clients and their families with dedicated personal service to help them protect and achieve their dreams.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- College Savings
- Business Retirement Plans
Office Address3700 Water St
Stevens Point, WI 54481 opens in a new window
Phone NumberGlenn A Helminiak at (715) 344-0337
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:30PM|
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