After graduating from college and working in the financial services industry, I soon realized that financial wellness does make a significant impact on a person's quality of life beyond monetary benefits. I believe, with the development of tailored strategies and careful execution, financial wellness is within reach for everyone.
With more than 23 years of experience in the financial services industry, I have had the opportunity to partner with clients to help them reach financial milestones sometimes they didn't think were possible; such as retiring early, sending their kids to college, buying a second home or just feeling financially secure. When these financial milestones are realized, these are my best days at the office.
I build long term relationships with my clients. Along the way, we regularly review your goals and adapt your strategy to meet the changes in your life. I'll work to help ensure you have the knowledge you need to feel confident about making important financial decisions in your life. Having a better understanding of investing will help you feel comfortable sticking to your long-term strategy, even when life or the stock market changes abruptly.
Continuing my own education and development is important to me. While working in the financial industry, I have obtained my CFP®, Charter Financial Consultant (ChFC®) and Certified Life Underwriter (CLU®) designations. I strive to pursue continuing education opportunities to adapt to constant innovation in the financial markets and industry.
My branch office administrator, Carolyn Torstenson, and I help more than 300 families and business owners find their own success. We enjoy experiencing their life's milestones and view them as friends. We would love to help you as well.
Outside of Edward Jones, I enjoy golfing and fishing as well as many outdoor pursuits. And, I have a wonderful family and friends with whom I enjoy spending time with.
My Personal Interests
- Active Lifestyle
- Culinary Arts
Phone NumberJan Pautvein at (515) 224-5891
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