At Edward Jones, we understand the financial needs and concerns of our clients. My approach is centered on the clients' goals. I take pride in providing you the financial strategies, investment options and coaching that will help you organize and manage your financial resources. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
In my time with Edward Jones since 2009, I have been blessed to be honored with several recognitions including the Century and Eagle awards. I also have been allowed the opportunity to serve in multiple roles on the regional leadership team.
I am a strong supporter of community involvement. I currently am a member of the Chamber of Commerce and serve in the role of commissioner for the Waupun Public Utilities. I have served in the past with Rotary, The Educational Foundation, the SAGES board and Ducks Unlimited.
My passion outside of work is my family. My wife, Amber, and I were both born and raised in the Waupun area. With her family-oriented upbringing on a dairy farm and my small town roots, we have and intend to raise our three children the same way we were brought up. Outside of family time, you will most likely find me in the woods, in a field or on a boat enjoying some of Wisconsin's favorite past times such as hunting and fishing.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- College Savings
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Office Address14 W Main St
Waupun, WI 53963 opens in a new window
Phone NumberJoe Heeringa at (920) 324-2188
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
- Web Conferencing
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