My first experience with Edward Jones was as a client. I was impressed by the service I received from my financial advisor and his branch office administrator. I felt valued and knew they had my best interest at heart. Little did I know, I would later serve as a financial advisor for the firm I had been so proud to have been a customer of. The firm has evolved through the years, but what hasn't changed is our commitment in helping clients and prospective clients identify their goals and provide personalized solutions in helping meet those goals.
We are passionate about knowing our clients on a deeper level and will partner with them through all major life changes such as a new baby, college, marriage or divorce, retirement, preparing for the unexpected and legacy strategies.
Outside of Edward Jones, my husband, Jason, and I reside in Slinger and have one son, Tyler. As a family, we enjoy traveling, camping, cooking, playing cards and getting in the great outdoors with our three dogs as much as possible. We also like to participate in local community events and enjoy meeting new friends and neighbors.
My branch office administrator, Brigette La Loggia, has recently joined our team and is passionate about providing excellent customer service to our clients. She has one son, Nick, who attends UW-Milwaukee. In her free time, Brigette enjoys watching movies, spending time with family and friends and vacationing in Door County.
I hold a Bachelor of Science degree in business education from the University of Wisconsin-Whitewater and, prior to coming to Edward Jones, did substitute teaching at several local school districts and served as a manager at a local transportation company.
With my background in education, I find learning opportunities fascinating and consider myself a lifelong student as well as an educator.
At Edward Jones, we are focused on you. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals
- Retirement Savings Strategies
- New Investors
- Portfolio Reviews
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
Phone NumberLisa A Becker at (262) 255-5900
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