As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
In 2003, I began my Edward Jones career as a training leader in Tempe, AZ. In July 2005, I transitioned to serving as Greendale's Edward Jones financial advisor. I became a limited partner with Edward Jones in 2010. Also, I have been honored with the Edward Jones Founder's Achievement Award and the Ted Jones Spirit of Caring award in 2013.
I attended the University of Wisconsin-La Crosse and graduated in 1997 with a Bachelor of Science in sociology. I earned a master's degree in business administration from the University of Phoenix in 2003. In addition, I received the Accredited Asset Management Specialist™ (AAMS®) professional designation in 2010. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Jessica, and I have two children, Hayden and Hadley. We enjoy spending time together in the outdoors. I spend a lot of my time outside of work coaching youth football, basketball and lacrosse. My sponsorship of the Greendale Lions Club, St. Alphonsus, Twi-lite Baseball, Greendale Athletics, Entertainment Association and Village Days keeps me giving back to this great community.
Phone NumberMathew W Kuhnau at (414) 421-4774
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