As a proud Owatonna native, I am passionate about the opportunity to give back to my community through helping my clients build, protect and distribute their wealth.
I pride myself on taking the time to get to know my clients on a personal level, understanding what is most important to them and the why behind it. Once I have this understanding, we use our established process to build personal strategies aligned with each client's unique situation.
Family and community are two very important things in my life. My wife, Jennifer, is a first-grade teacher here in Owatonna at St. Mary's School, and we have two elementary-aged children who attend school there. Whether we are at home weeding the garden, at a community park, soccer fields, a golf course, the basketball courts or the pool, you will most likely find us outdoors. We also enjoy taking family camping trips, spending time around a bonfire and fishing.
I am an active member of the community through various volunteer activities and memberships in many organizations which are important to our family. Currently, I serve on the Junior Achievement Advisory Committee and the Owatonna Basketball Association board. I am also an active member of the Knights of Columbus, the Noon Rotary Club and the Owatonna Chamber of Commerce as a year leader for the Owatonna Community Leadership Academy.
At Edward Jones, we value personal relationships based on a deep understanding of your unique financial goals. If you are looking for a partner who is honest, objective and willing to help guide you through life's important financial decisions, please contact me today. I look forward to meeting with you, so I can understand what is important to you and create strategies and solutions to help meet your ever-evolving needs.
Focus areas
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Charitable Giving
- Retirement Income Strategies
- Business Retirement Plans
Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Charitable Giving
- Retirement Income Strategies
- Business Retirement Plans
My Personal Interests
- Fishing
- Golfing
- Gardening
- Camping
- Active Lifestyle
Personal Interests
- Fishing
- Golfing
- Gardening
- Camping
- Active Lifestyle
Office Information
Office Address
143 W Bridge StOwatonna, MN 55060 opens in a new window
Phone Number
Jeffrey Hall at (507) 446-0150Branch Team
- Tracy Chadderdon
- Sr. Branch Office Administrator
- Julie Bongers
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Tracy Chadderdon
- Sr. Branch Office Administrator
- Julie Bongers
- Branch Office Administrator
Branch Team
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