As an Edward Jones branch team, our primary goal is to help families, individual investors and small businesses develop an investment strategy geared toward their unique, long-term goals. We value strong relationships based on a deep understanding of your personal financial needs.
One-size-fits-all may be fine for some investors, but I believe investments should be tailored to your individual needs, and therefore, my first priority is understanding what's most important to you. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, I can offer solutions tailored to all your financial goals.
As a former teacher, not only am I focused on helping you reach your goals, I also want to help you understand the "why" behind your plan. We use an established process to build personalized strategies to help you achieve your goals.
Jenn Francis, branch office administrator, and I are committed to providing our clients with the highest level of service possible. Jenn is dedicated to helping with all of our administrative needs and is focused on making things as easy as possible for our clients. We will partner together throughout your life to help keep you on track.
Jenn and her husband, Mike, love watching their son, Peyton, play sports and perform in show choir. For over 10 years, they have been living and actively serving the community in a number of different roles.
My wife, Kelly, and I enjoy spending time with our two boys, Jonah and Callen. We are both originally from Nebraska and are passionate about living in and serving this community.
Our purpose is to make a positive impact on our community and in the lives of the families we serve.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Insurance & Annuities
Office Address9809 Giles Rd
La Vista, NE 68128 opens in a new window
Phone NumberJeff Bernadt at (402) 331-9800
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More