As your Edward Jones branch team, Katelyn and I believe it’s important to invest our time in understanding what your goals are before you invest your money.
Working in partnership with you and other key members of your team – like your CPA and attorney – I can help determine the most appropriate financial strategy for you and your family to reach your goals successfully.
I was born and raised in Old Saybrook, CT, and hold a bachelor's degree from Fairfield University in finance and economics. I received my CFP® mark in 2022 and will continue to further my education. I am the son of two lifelong teachers and I believe that teaching is a big part of what I do. I take pride in educating my clients on their unique situation and enjoy serving the community that I grew up in.
Boiled down, I help successful people make smart decisions with their serious money.
My team and I strive to build lasting relationships through personal contact. We are not just a brokerage firm; we care about the wellbeing of our clients, and I am here to build relationships for generations to come. These personal relationships and the due diligence Katelyn and I take in working with you is the best parts of what we do, and we love what we do.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Golfing
- Soccer
- Traveling
- Community Outreach
- Home Improvement
Personal Interests
- Golfing
- Soccer
- Traveling
- Community Outreach
- Home Improvement
Office Information
Phone Number
Jack Giegerich at (860) 391-0446Branch Team
- Katelyn Heller
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 06:30PM |
Wednesday | 08:00AM - 06:30PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 06:30PM |
Wednesday | 08:00AM - 06:30PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Katelyn Heller
- Branch Office Administrator
Branch Team
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