As your Edward Jones branch team, we believe it's important to invest our 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 so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 2007 as a financial advisor in Verona, WI. Our business has grown so large that I have invited another financial advisor to join me in my office to help better serve our clients. In 2014, I was invited by Edward Jones to become a limited partner in the firm.
My background includes two degrees from the University of Wisconsin-Madison (UW) in management and human resources, and in risk management and insurance. Upon graduation from UW-Madison in 2000, I worked as an options clerk and futures trader at the Chicago Mercantile Exchange and Chicago Board of Trade. As a financial advisor, I received my AAMS® professional designation in 2010.
Originally from Reedsburg, WI, I have lived in the Verona area since 2004. My wife, Lisa, and I have four children, Ava, William, Greta and Sophie.
I have served Edward Jones as a mentor and field trainer to other financial advisors, and have spent several years leading and coaching newer financial advisors. In addition to these elective roles within Edward Jones, I have been active in business and civic affairs in Verona and the surrounding communities for many years. Currently, I serve as a member of the Verona Chamber of Commerce and I am an official within Big Ten Hockey, as well as WIAA high school hockey.
At Edward Jones, we believe a cornerstone of financial advising is the recognition that everyone's economic and life situation is unique. Together, we will develop a financial strategy to help achieve your specific needs.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Socially Conscious Investing
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Coaching Sports
Office Address1053 N Edge Trail
Verona, WI 53593 opens in a new window
Phone NumberMatt Gerlach at (608) 848-8801
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