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.
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- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Office Address760 East Main St
Mondovi, WI 54755 opens in a new window
Phone NumberLisa Berger at (715) 926-5218
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