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. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals
Working closely with you and your CPA, attorney and other professionals, I can help determine an appropriate financial strategy for you and your family.
I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
I served our country for six years in the United States Air National Guard, stationed in Duluth, MN.
My wife, Lori, and I live on a small hobby farm with our two sons, William and Kaleb. We enjoy all outdoor activities.
Active in the community, I am the current president of the Portage Kiwanis Club and Business Improvement District, vice president of Durwards Glen, board member of Portage Public Library and United Way, ambassador for the Portage Chamber of Commerce and a member of the Portage Service Club Association and Knights of Columbus of Portage.
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 business and their lives.
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
Office Address240 W Cook St
Portage, WI 53901 opens in a new window
Phone NumberKlay Vehring at (608) 742-8841
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More