While money cannot buy happiness, it is a source of pride, accomplishment and fuels our aspirations. We have an emotional relationship with money and logic can go out the door in times of stress or life changes. That is where a financial advisor can provide value.
As an Edward Jones financial advisor of nearly 30 years, I have a passion for people, and extensive industry experience, and I am well-suited to help my clients with their complex financial needs. You provide your hopes, fears and the dream – early retirement, or a livable legacy for your loved ones, or something else entirely – as long as it’s your dream. Then together, we will take the steps to help bring you closer to what is important. It is my great joy and deep responsibility to help you reach the financial goals you've always wanted. My focus is explaining the investment world in terms you can understand, and there are three things I want my clients to walk away knowing:
1. Why I'm suggesting a specific investment/strategy
2. What to expect from the investment
3. How much it's going to cost
My team includes my senior branch office administrator, Melissa, who brings warmth, knowledge, and skills that help provide an exceptional client experience while ensuring that everything stays organized and in good order for our clients. Together, we hope to make you know that we are here to listen to your concerns, answer any questions you have, support you and help navigate your financial journey.
Outside of the office, I am a dedicated family man, an avid fisherman, a spiritual leader in my community and a seasoned traveler.
It's a privilege to serve as a guide and an advocate with something so personal and meaningful as a person's finances. I invite you to experience the dedication and focus you deserve. It all begins with a conversation – let's get started.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
Phone NumberJeff Koch at (920) 759-9610
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||By Appointment Only|
- Web Conferencing
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