Life is both challenging and rewarding. Having a team around you to share in the ups and downs can help to provide stability and confidence as you plan for your financial future. The key to successful investing is to develop a strategy now that can help you reach your future goals. At Edward Jones, we work extensively in meeting the needs of individual investors by helping them map out long−term investment strategies. I have attained the AAMS® Designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Creating strategies that are specific to your goals and dreams is what I enjoy doing. My office team of Dawn Kernan and myself look forward to serving our clients everyday by understanding what is important to them. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.
At home, my wife, Nicki, and I have two boys, Owen and Emmet, who are completely different and brilliant in their own unique ways. We enjoy spending time playing games and watching movies. We have also begun exploring the national parks and are constantly in awe of their beauty.
Everyone has different goals that are personal to them, and I look forward to helping you create a strategy to help achieve your goals. Please contact me to discuss your situation and options.
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Office Address1327 Sunset Dr Suite 500
Norwalk, IA 50211
Mailing AddressP O Box 241
Norwalk, IA 50211
Phone NumberJason Siemens at (515) 981-1117
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
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