With 27 years of experience as a financial advisor with Edward Jones, we have been able to help investors and their families build financial confidence in their futures.
I'm inspired every single day by the people we work with and meet. Together, my branch office administrators, Jill Spielvogel and Becky Tagel, strive each day to provide the most ideal client experience that we can. Our focus is to create a partnership with families and businesses to understand their priorities, identify specific financial goals, and develop tailored financial solutions.
I graduated from the University of Wisconsin-Madison with a BS in agricultural economics and business law and joined Edward Jones as a financial advisor in 1993. I became a limited partner with the company in 1998 and was assigned regional leader from 2001 to 2012 and general partner from 2004-2012. During this time, I oversaw 75 financial advisor offices encompassing all of southeastern Wisconsin.
Over the years, I have been honored to receive a variety of awards that reflect my values of hard work and giving back. Some of these awards include: The Ted Jones Spirit of Caring Award, the Managing Partner Award and Regional Leaders Award. Outside of the office, I assist in our community by having served on the board of directors of the following organizations: Sheboygan Falls Kiwanis, The Economic Club of Sheboygan, Osthoff Condominium Association, Sheboygan Lutheran High School and Sheboygan Christian Schools.
It all begins with a conversation. We are focused on you and look forward to answering your financial questions. Please contact us at 920-458-3242 and let us show you how we can make a difference.
- New Investors
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
My Personal Interests
- Community Outreach
- Active Lifestyle
- Sports Enthusiast
Mailing AddressPo Box 689
Sheboygan, WI 53082
Phone NumberGreg Monson at (920) 458-3242
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