What does your dream retirement look like? Do you want to spend six months a year by the beach? Do you have children or grandchildren you want to send to college? Are you prepared for life’s unexpected twists and turns? I partner together with my clients to understand their values, goals and what’s most important to them. Then, we use our established process to develop a personalized strategy to help you achieve your goals. Our work doesn't stop there; we monitor your progress towards these goals to ensure you’re staying on track or make appropriate adjustments when needed.
As a financial advisor I act in our clients' best interests. To better serve my clients I have earned the CFP® professional designation. We understand the importance of always putting our clients first. We partner with the other professionals in your life, such as CPAs and attorneys, and build local and strong relationships with our neighbors.
Outside of the office, my husband, David, and I enjoy spending time with our daughter, Penelope. We love trying new restaurants, biking or hiking the Madison trails, and attending local musical and community events. We wake up each day grateful for our family, friends and all the opportunities that have come our way.
My Senior Branch Office Administrator, Corinne Tuschl, lives in Waunakee with her husband and has four children. She has been with Edward Jones for over 12 years and is dedicated to providing you with the highest level of service possible.
If you are ready to live your best financial life, contact us today for a complimentary consultation.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Spending Time with Family
Office Address221 S Century Avenue
Waunakee, WI 53597
Phone NumberLauren O'Brien at (608) 849-6649
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
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