As your Edward Jones branch team, we believe it's important to invest our 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 can also help with your retirement savings so that you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 2001 as a branch office administrator in Muskego. I became a financial advisor with the firm in 2008. Today, Edward Jones serves the community from multiple convenient locations.
I serve the firm as a regional technology advisor. I became a limited partner with Edward Jones in 2007.
I attended the University of Wisconsin-Milwaukee and graduated in 1998 with a bachelor's degree in business administration-MIS.
In 2011, I obtained the Accredited Asset Management Specialist™ (AAMS®) designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional educations program, pass a final examination, commit to its code of ethics and agree to pursue continuing educations.
My husband and I have four children. I have lived in Muskego since 2010.
My senior branch office administrator, Shelley, has 18 years of experience and is dedicated to providing you with the highest level of service possible. Judy, our part-time branch office administrator, is also available to assist you. Please don't hesitate to call on them with questions concerning your statement, dividends or account in general.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their businesses and their lives.
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
Phone NumberKatie A Orvis at (414) 422-4790
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