There's a chair for you.
It's directly across from mine.
Together, from that chair, we will celebrate your successes, navigate your challenges and share in life's moments that happen along the way. The relationship you have with your financial advisor should be comfortable. The chair you sit in should feel familiar, welcoming, and safe.
Does that sound like the chair you're currently sitting in? If not – we should talk.
We'll talk about your goals, and we'll follow an established process as we partner together. My priority is to ensure you know where you're going, if you are on track to get there and are prepared to handle any unexpected detours along the way.
That's what I get to do every day and I can honestly say, there's nowhere else I'd rather be!
After graduating from UW-Platteville with a degree in business administration, I spent nearly 13 years in the banking industry as a mortgage and personal lender. As I became well versed in the day-to-day operations of personal finances, I couldn't help but see there was a need to help my clients think bigger. I could focus on short-term goals, but also ensure they're prepared for all of life's stages. That's what lead me to Edward Jones, and it has been one of the most rewarding experiences of my career.
Currently, I reside in Appleton, WI, with my husband, our two children and our three dogs. As a family, we love spending time together playing games, camping and watching cooking shows. In my free time, I enjoy coaching volleyball for a traveling club team and at my children's school. I am also actively involved in a few fantastic networking organizations in the valley.
Our branch team is truly a partnership. Kim Korb serves as our Branch Office Administrator. Kim is the first smiling face you'll see when you come into the branch and the first welcoming voice you'll hear when you call. Kim has a gift of connecting with our clients and is well prepared to handle all of their day-to-day administrative needs.
Kim lives in the valley and enjoys spending time with her family and friends. She is a lover of all things nature including animals, plants and spending time outdoors.
If you've read this far, there is probably a little voice inside telling you that it's time for a change. Give us a call and see if our team is the right fit for you and your family.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- New Investors
- Intergenerational Planning
Phone NumberHolly A Mrstik at (920) 939-6038
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 03:00PM|
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