Hello, I joined Edward Jones as a financial advisor in 2009, opening the firm's first branch office in Mondovi. When people ask me why I chose this career, I share that, when growing up and in my young adulthood, I had very meager means. Therefore, I learned to appreciate the value of a dollar. It motivated me to understand how money works and learn how to plan and strategize with it. As an Edward Jones financial advisor, I believe it is important I understand your unique financial needs. Once I understand your needs, I can help you identify specific financial goals and develop strategies towards achieving them.
My husband, Gary, and I have one adult daughter, Desirae. We are also the proud grandparents of twin grandchildren, Wyatt and Tori. We live in the country just north of Mondovi. I am an active member of the community in the Mondovi Business Association, the Ladies Holiday Luncheon and the Mondovi Garden Club. I enjoy spending time with my grandchildren as much as possible. Next on the list, is gardening, reupholstering projects, cruising the trails in the Ranger and throwing the frisbee for our famous dog, Diamond.
I have been honored with five different Edward Jones Recognition Awards throughout the process of developing my business.
Anita Zacharias, my 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. She lives in Mondovi with her husband, Karl, and their two children, Jenna and Jacob. She also supports the community by being involved in the Mondovi Business Association.
I would like to help provide the answers to your questions, so you can make informed financial decisions with our highly personalized service. Please contact me to discuss your situations and options.
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My Personal Interests
- Spending Time with Family
- Landscape Design
Office Address760 East Main St
Mondovi, WI 54755 opens in a new window
Phone NumberLisa Berger at (715) 926-5218
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