In 1987, I graduated from Ripon College with majors in business management and history. I completed ROTC training and was commissioned a 2nd Lieutenant in the U.S. Army. I served six years in the Wisconsin National Guard 2-128th Infantry Green Bay, WI.
I started my career as an Edward Jones financial advisor in 1989.
My wife, Denise, and I have three children: Winona, Madison and Will. Our interests center around family, golf and travel.
I have served on the City of New London Police and Fire Commission since 2006; the finance committee of Most Precious Blood Parish since 2008; and as past president of the New London Golf Club; New London Lions Club; and the New London Jaycees.
I focus on helping the serious, long-term investor prepare for and navigate through the retirement years.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Mailing AddressPo Box 28
New London, WI 54961
Phone NumberLund J Cooley at (920) 982-3920
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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