Our "Why":
I grew up in a small town in rural Minnesota. My small business owner parents started investing when I was in elementary school, and they taught my brother and me the importance of investing and planning at a young age. I began my career with Edward Jones in 2007 working out of our home office in St. Louis, Missouri. I relocated to New Richmond in 2008.

How We Partner with Our Clients:
Before you can begin working toward achieving your financial goals, you must first define what’s important for you and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving a legacy or something else? We can help you prioritize your needs and define your goals. Relationships are key, and in our view, meeting face to face (either in our office or virtually) builds strong relationships. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

The Clients We Serve:
We enjoy working with clients who are looking for more than just investment advice. We want to partner with you to create a plan for your future and your goals. We are here to coach you and help you see possibilities for your future!

Our Team:
Branch Office Administrator Donette Shepherd has been with Edward Jones for 15 years. She is dedicated to providing our clients with the highest level of service possible. In her free time, Donette enjoys spending as much time as she can with her young grandson!

On A Personal Note:
My husband, John, is also a financial advisor with Edward Jones! We are the proud parents of our two young children. We love to travel, especially to visit family on the West Coast. You will often find us having family picnics by the river in downtown Hudson, attending cooking classes and wine tastings, and at our family's lake cabin.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Traveling
  • Cooking
  • Music
  • Skiing
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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