Guten Tag and welcome to Edward Jones. This bio will give you a little insight on who I am, what my vision is and the branch that serves you.
I was born and raised in Germany in a little town with ruins of a castle dated back to the year 948. I met my husband, Jeremiah, in my early 20's while he was serving in the Army. We got married and started a little family. We lived in Germany for a several years. In 2008 we decided to give the U.S. a try and moved to Gillette, where Jeremiah grew up. Little did we know back then that this is going to be the place where we will raise our children, build careers and eventually will retire.
In 2017, I became a proud citizen of the U.S., which I am very grateful for. Jeremiah and I both feel very fortunate to live and raise our children, Sophia, Alina and Johannes, in this great community and country. I personally take a lot of pride in the community we live. I am actively involved, stay informed and serve on several boards.
Prior to Edward Jones, I worked in the banking industry where I built my client base by treating them with respect and demonstrated hard work. Integrity, loyalty and trust are my personal core values I live by.
As an Edward Jones financial advisor, I enjoy developing long-term relationships with my clients in which you have the opportunity to build wealth, live generously and leave a legacy.
Lisa is the heart of our office and has been serving Edward Jones as a branch office administrator since 2010 and therefore brings a wealth of knowledge to the table. She was born and raised in Rochester, MN and moved to Gillette with her husband, Geno, where they found the perfect place to foster careers and raise their two boys.
Lisa and I both embrace the opportunity to serve our community by helping you feel understood, informed, in control and secure about your future. We look forward to partnering together over your lifetime to keep you and your family on track with what's most important to you!
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- College Savings
- Portfolio Reviews
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Traveling
- Community Outreach
- Volunteering
Office Information
Phone Number
Katrin K Wagner at (307) 686-3831Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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