WORK EXPERIENCE
I began my Edward Jones career in 2000 as a financial advisor in Waukesha. Today, Edward Jones serves our community from ten convenient locations.
• 2000 - Present: Financial Advisor, Edward Jones
• 1993 - 2000: Financial Advisor/Sales Manager, Principal Financial Group
• 1985 - 1993: Retirement Plan Specialist, Sentry Life Insurance Company
EDUCATION
I attended the University of Wisconsin at Madison and graduated in 1978 with a bachelor's degree in actuarial science, risk management and life insurance.
In addition, I received the AAMS professional designation in 2004.
COMMUNITY INVOLVEMENT
I have been active in business and civic affairs in Waukesha for many years. I am also a member of Rotary and the City of Waukesha Chamber of Commerce.
ACCOMPLISHMENTS
I was instrumental in creating two family education funds that award scholarships and grant money.
FAMILY
I have been married to my wife, Patricia, since 1981. We have two children and six grandchildren.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Insurance & Annuities
- Wealth Strategies
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Insurance & Annuities
- Wealth Strategies
My Personal Interests
- Golfing
- Genealogy
- Traveling
- Volunteering
- Spending Time with Family
Personal Interests
- Golfing
- Genealogy
- Traveling
- Volunteering
- Spending Time with Family
Office Information
Phone Number
Mark A Mattiacci at (262) 513-8937Branch Team
- Kim Miller
- Sr. Branch Office Administrator
- Jennifer Young
- Branch Office Administrator
Branch Team
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Monday | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tuesday | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wednesday | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thursday | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Friday | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Saturday | By Appointment Only |
| Sun | Closed |
| Sunday | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Monday | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tuesday | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wednesday | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thursday | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Friday | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Saturday | By Appointment Only |
| Sun | Closed |
| Sunday | Closed |
Branch Team
- Kim Miller
- Sr. Branch Office Administrator
- Jennifer Young
- Branch Office Administrator
Branch Team
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