As your Edward Jones branch team, we believe it’s important to invest our time in understanding 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 you have more options when you retire, regardless of what you decide to do.
In 2005, I began my Edward Jones career as a financial advisor in Tomah. In 2011, I became a limited partner with this great firm. I have served the firm as a mentor and trainer to new financial advisors since 2008 and have held many other leadership roles in the firms since then. I also currently serve as hiring team member for new financial advisor candidates.
A 2001 graduate of the University of Wisconsin-Eau Claire, I hold a bachelor's of business administration degree in finance and economics. In addition, I earned the AAMS® professional designation in 2007 and then earned the CFP® designation in 2012.
I truly enjoy helping people navigate the complexities of investment, education, and retirement planning. I try to make the seemingly complicated seem simple as I explain it.
Originally from the Cashton area, I have lived in the Tomah area since 2005 with my wife, Trina, and our three daughters, Brooke, Jenna and Faith. Both Trina and I have extended family in the Tomah area.
Stephanie Sommerfield has been a valuable partner in the branch office since 2012. She helps serve clients needs and creates the ideal client experience. Stephanie became a limited partner in the firm in 2019 and serves as a mentor to other Branch Office Assistants for Edward Jones. Stephanie is was born and raised in Tomah and has many family members in the immediate area.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- Wealth Strategies
- Employee Stock Options
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberLenny Bakken at (608) 372-3706
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