As a financial advisor, I believe it’s important to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 2010 at our corporate headquarters in St. Louis, shortly after graduating with a business degree from the University of Iowa. From there, I relocated to southeastern Wisconsin and have been serving as a financial advisor in the community since. I recently became a limited partner with Edward Jones.
My wife Stacey and I live in the area with our two dogs - Rufus the basset hound and Riley, a lab mix rescue. We stay busy by traveling, hiking, cooking and spending time with family and friends. As an active member of the community, I currently serve on the board of directors for Kiwanis and deliver Meals on Wheels. At the firm, I have served in many additional roles including recruiting leader, and I now currently serve as our culture of compliance leader.
My Senior Branch Office Administrator, Julie, has been with the firm for over 15 years, and I have been lucky enough to be with her for 10 of them. She is dedicated to bringing all of our clients the highest level of service. Julie also lives in the area with her husband, Liam, and they are both active members in the community as well.
Our team's value proposition is this: We want to understand what's important to you, we use an established process to help you build personalized strategies to achieve your goals and we will partner together throughout your life to help keep you on track.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Socially Conscious Investing
- Intergenerational Planning
- Entrepreneurs & Business Owners
My Personal Interests
Phone NumberIsaac J Hart at (262) 723-1444
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