As a financial advisor with Edward Jones, I take a great amount of pride and responsibility in learning about you and your family. This is not a one-size-fits-all approach, as personalization is more important than ever. I always begin by understanding what is most important to you and learning about your financial goals. Each time we meet, we discuss your needs and current financial picture. We will review your current situation and consider potential solutions and strategies together.
I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable taking when investing, so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. I will monitor your progress to help ensure you stay on track or determine if any adjustments need to be made.
My wife, Susan, and I enjoy spending our time away from work with our four children: Caden, Emmanuelle, Cecelia and Eden. We absolutely love heading up to the North Shore of Lake Superior as often as we can! Susan has a much more difficult job in our family as she stays home with our children and homeschools them all. We care about and deeply enjoy spending time in this great community. We are also very involved in our local church, New Hope Community Church, by serving together as a family.
In the winter you, will find us in Ice Arenas throughout the state. We truly enjoy watching our son's hockey team, the Cambridge-Isanti Blue Jackets. My daughters enjoy tennis, basketball and gymnastics. We also love going for walks and bike rides to enjoy God's wonderful world of nature.
Focus areas
- Retirement Savings Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Retirement Income Strategies
- Portfolio Reviews
- College Savings
My Personal Interests
- Spending Time with Family
- Community Outreach
- Volunteering
- Hockey
- Mountain Biking
Office Information
Phone Number
Jacob M Chesla at (763) 452-0135- Kimberly Cheney
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sun | Closed |
Connect on Social
- Kimberly Cheney
- Sr. Branch Office Administrator
Branch Team
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