When it comes to finances, the stakes are high, and it’s easy to get swept up by the complexities and emotions of investing. That’s why it helps to have someone with both experience and knowledge on your side.
We serve individuals, families, businesses, churches, non-profits and tribes, and I will partner with you to develop a complete wealth strategy tailored to your specific situation based on your financial goals and values, giving you confidence in your overall financial well-being. We will always act in your best interest; we will model utmost integrity and honesty; we will always ensure that your information is confidential; we will explain investment costs with transparency and clarity; and we will proactively communicate.
With a bachelor’s degree from Purdue University in electrical engineering and minors in advanced math, economics and personal finance, as well as AAMS® and CRPC® professional designations, I am well versed on the in's and out's of wealth strategies. Before working at Edward Jones, I worked in the Military and Intelligence Community for almost 20 years managing project finances, schedules, risk and requirements. I am a member of Project Management Institute (PMI) and earned the Project Management Professional (PMP) certification. I am FINRA Series 7 and Series 66 registered and hold an insurance license for long-term care, life and disability.
My wife, Jill, is also a financial advisor with Edward Jones. We have two children and we are proud to live in Hudson. We are passionate about giving back to our community and you will often find us enjoying downtown Hudson, supporting our local businesses. I am also a board member of a foundation. In my spare time I like to spend time with my family, volunteer, cook, travel, read and attend classic car shows in my late grandfather's WWII Jeep!
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Military Professionals & Veterans
- Charitable Giving
- Business Retirement Plans
My Personal Interests
- Vintage Cars
Office Address206 2nd St Suite C
Hudson, WI 54016 opens in a new window
Phone NumberJohn Steenis at (715) 808-0452
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