As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your hard-earned money. Every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.
I joined Edward Jones in 2003 in Weyauwega, WI, before moving to my office in Kimberly, WI, in 2004. My branch partner is senior branch office administrator, Nicole Kostroski, who joined Edward Jones in 2010. Nicole and I both became limited partners at Edward Jones, and we both care deeply about our clients and we work hard to help ensure that their financial goals are met.
My wife and I have lived in the Fox Valley since 2004. Our weeknights and weekends are usually filled with cheering on our three kids at either an ice rink, a soccer field or a theater stage. When I have free time, I like to travel, pursue my foodie interests and exercise at my local YMCA. I've also been fortunate to serve my community and firm in various volunteer roles.
My ideal clients are those who want to carefully and thoughtfully work towards financial goals that range from preparing for or living in retirement, to sending a child/children to college, to estate considerations. No two scenarios are the same, and neither are the approaches to mapping out the strategies for achieving those goals.
I welcome the opportunity to learn about you and what is important to you. It all starts with a conversation - let's talk.
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberJason Berry at (920) 687-8675
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