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.
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Focus areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Golfing
- Hiking
- Traveling
- Rugby
Office Information
Mailing Address
Po Box 28New London, WI 54961
Phone Number
Lund J Cooley at (920) 982-3920Branch Team
Office Hours
Weekday | Availability |
---|---|
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 |
Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Branch Team
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