Hello, I joined Edward Jones as a financial advisor in 2009, opening the firm's first branch office in Mondovi. I believe it is important to invest my time to understand what you're working toward before you invest your money. My primary goal is to help you develop an investment strategy geared toward your personal goals. Whether you are looking for income from your portfolio or focused on growing it, I can help.
My husband, Gary, and I live in the country north of Mondovi. We enjoy spending time with our twin grandchildren, cruising on the Ranger and throwing frisbee for our famous dog, Diamond. I also spend plenty of time gardening.
Anita Zacharias, my senior branch office administrator, joined me in 2012. Please do not hesitate to call her with questions regarding your statement, stock certificates or your account in general.
Wherever you are on your financial journey, it is beneficial to have a guide and an advocate. I would be honored to be yours.
Follow me on Facebook
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
- Entrepreneurs & Business Owners
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Pets
- Gardening
- Traveling
Personal Interests
- Spending Time with Family
- Pets
- Gardening
- Traveling
Office Information
Office Address
760 East Main StMondovi, WI 54755 opens in a new window
Phone Number
Lisa Berger at (715) 926-5218Branch Team
- Anita Zacharias
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Anita Zacharias
- Sr. Branch Office Administrator
Branch Team
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