As an Edward Jones financial advisor, I believe it is important to invest my time in understanding your financial goals. Working closely with your CPA, attorney, and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I have been an Edward Jones financial advisor my whole career, and I am grateful to serve clients in the Blue Water Area, an area in which I was born and raised.
In addition to my role as a financial advisor, I have been a level leader with the firm since 2018. In my role, I am responsible for helping grow the Edward Jones' brand and impact in the communities we serve throughout Metro Detroit.
My branch team consists of Senior Branch Office Administrator, Carol Albright, who has over a decade of experience with Edward Jones and also enjoys spending time in the Blue Water area. She serves our clients' administrative needs with care, compassion and a responsive approach that minimizes "phone tag" and helps our families remember the difference that personal conversation makes compared to phone trees and audio recordings. Please do not hesitate to call her with questions.
I earned a dual major in finance and accounting from the University of Michigan - Dearborn. I ran my own small business while I was in college.
You probably have seen me around local high schools because I am a registered Michigan High School Athletic Association soccer and basketball official - yes, I wear the stripes and make those calls!
I also am a member of the St. Clair Flats Waterfowl Committee, a non-profit organization dedicated to maintaining and enhancing the Harsens Island Refuge hunting areas along with the St. Clair Flats Area.
I enjoy spending time with family and friends, whether that is playing a round of golf or spending an afternoon out on the boat.
Carol and I provide a highly personalized service. We strive to understand what is important to you.
Stop in and say hello!
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Portfolio Reviews
My Personal Interests
- Active Lifestyle
- Community Outreach
- Sports Enthusiast
Office Address1100 Michigan Avenue Suite C
Marysville, MI 48040
Phone NumberJoseph S Lewandoski at (810) 364-3114
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 02:00PM|
- Web Conferencing
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