As your Edward Jones branch team, our priority is to understand what's important to you, use an established process to build a custom plan specific to your goals and partner together throughout your life to help keep you on track.
We are fortunate to combine the resources of a Fortune 500* company with a branch office located right in your community to deliver exceptional client service. We work closely with you and your CPA, attorney and other professionals to help ensure we have the most appropriate financial strategy for you and your family.
Originally from Waupaca, WI, I earned my Bachelor of Science (B.S.) degree from the University of Wisconsin-La Crosse (UW-La Crosse) and earned my Master of Business (M.B.A.) from the University of Wisconsin-Milwaukee.
One way I stay involved in the Tomah community is volunteering in various events throughout the year, including the Alzheimer's Walk and Cranfest. I was also fortunate to play college athletics at UW-La Crosse and remain involved in supporting the athletics department and the university as a whole.
Sarah McDonald joined Edward Jones in 1987 as branch office administrator and has been serving our clients for over 30 years. Sarah is originally from La Farge and has lived in Tomah since 1978. Sarah helps clients with all their administrative needs on accounts.
Our passion is helping our clients achieve their financial goals. Please feel free to contact our office with any questions. We look forward to serving you and your family with your financial needs.
*Fortune 500, published May 2022, data as of December 2021. Compensation provided for using, not obtaining, the rating.
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Retirement Savings Strategies
Phone NumberGriffin Moe at (608) 372-6002
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
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