At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service.
My Edward Jones career began in 2006 as a financial advisor in Janesville. Today, Edward Jones serves the community from six convenient locations. I received the 2008 Partners Award and 2007 Ted Jones Prospecting Award from Edward Jones, respectively.
I attended Beloit College, graduating cum laude, with a bachelor's degree in business administration. In addition, I received the CFP® certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the boards requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Boards Fitness Standards for Candidates and Registrants, agree to abide by the CFP Boards Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My wife, Erika, our two children, Ava and Tristan, and I live in Janesville. Erika is an English teacher at Brodhead High School. I'm an active member of the community, serving for Elks Janesville Lodge 241, BNI-Business Networking International and on the board of Family Services in Beloit.
My branch office administrator, Kimberly Sittarich, has 19 years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with questions.
We are a multi-FA office; Ashlie Myers and her branch office administrator, Wendi Kindstrom, are also located within the branch.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
Phone NumberLonnie M Klecker at (608) 757-1848
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