As a local Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so I can balance it with the steps necessary to reach your long-term goals.
I'm a Wisconsin native, born and raised in Eau Claire with my three siblings and wonderful parents. My family owns a local music store that has been in business since 1957. I attended St. Cloud State University and graduated with a double major in communications and Spanish. I had the amazing opportunity to live abroad in Costa Rica and have traveled to numerous Spanish-speaking countries including Peru, Mexico, Nicaragua, the Dominican Republic and Panama.
Prior to joining Edward Jones, I worked for a small estate planning firm out of my hometown. I've always wanted a career where I can help people and I've truly found that with Edward Jones. I was officially moved to my own location in November of 2020 with my branch office administrator, Mari Koecher. Our mission is to do what our competitors won't and what a computer can't by providing a hyper personalized experience.
Being involved in the community is really important to me! I serve as a board member for the local American Association of University Women (AAUW), River Falls Gymnastics Club and Rotary International. Through community involvement, I hope to promote financial literacy among all generations and improve the overall financial health of my community.
When I'm not working, I am planning my next trip, coaching diving at the River Falls high school or spending time with family and friends.
Focus areas
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Retirement Income Strategies
- Divorce Finances
Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Retirement Income Strategies
- Divorce Finances
My Personal Interests
- Community Outreach
- Music
- Coaching Sports
- Technology
- Movies & Entertainment
Personal Interests
- Community Outreach
- Music
- Coaching Sports
- Technology
- Movies & Entertainment
Office Information
Phone Number
Kendra E Sievers at (715) 629-1116Branch Team
- Tina Phelps
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Monday | By Appointment Only |
Tue | By Appointment Only |
Tuesday | By Appointment Only |
Wed | By Appointment Only |
Wednesday | By Appointment Only |
Thu | By Appointment Only |
Thursday | By Appointment Only |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Monday | By Appointment Only |
Tue | By Appointment Only |
Tuesday | By Appointment Only |
Wed | By Appointment Only |
Wednesday | By Appointment Only |
Thu | By Appointment Only |
Thursday | By Appointment Only |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Tina Phelps
- Branch Office Administrator
Branch Team
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