As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I began my Edward Jones career in 2004 as a financial advisor in Madison, WI. I relocated back to Shawano in 2012.
I was named a regional leader in 2017 and became a general partner in 2021.
My family enjoys staying active in a variety of sports, dance and any outdoor activities with our friends.
I have been an active member of the community as a graduate of Leadership Shawano County in 2014. I served on the board of The Boys & Girls Club of Shawano since its inception in 2016. I am a past board member of Shawano Country Chamber of Commerce and Shawano Area Young Professionals.
My branch team members, Barb Carroll and Heather Effenberger, have 20-plus years of combined experience and are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them with questions regarding your accounts.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
Focus areas
- Portfolio Reviews
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Racquetball
- Music
Office Information
Office Address
205 W Green Bay StShawano, WI 54166 opens in a new window
Phone Number
Jon Aumann at (715) 524-3183- Barbara Carroll
- Sr. Branch Office Administrator
- Heather Effenberger
- Branch Office Administrator
- Sabrina West-Schmidt
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Connect on Social
- Barbara Carroll
- Sr. Branch Office Administrator
- Heather Effenberger
- Branch Office Administrator
- Sabrina West-Schmidt
- Branch Office Administrator
Branch Team
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