I first became interested in investing when I was in the Financial Markets Program at the University of Minnesota Duluth. In this program, I had the opportunity to manage a portfolio and make investment recommendations to local professionals.
Upon graduation, what drew me to Edward Jones was their unwavering commitment to helping their clients, along with creating a great environment to work in that aligns with my personal values. For over 14 years, I have been grateful to work with the wonderful people at Edward Jones. This includes my office’s branch office administrator, Kris Fern. Together, we love to serve and further our relationships with our clients.
As an Edward Jones financial advisor, I believe it's important to understand what you value and find most important in your life. Once I have a clear understanding of this, we will partner to develop personalized strategies to help you accomplish your goals. Over time, as life changes and decisions need to be made, I will be right alongside you to assist and guide you on making the right decision.
On a more personal level, my wife, Kristen, and I live in Hudson, WI, with our two daughters, Alyssa and Megan. We love to get outside as much as we can and spend a lot of time up at the lake in summer. We are also members of Eagle Brook Church, regularly attending the Woodbury campus.
At Edward Jones, we use an established process to build your personalized strategy to help achieve your financial goals. Please let us know how we can help and make a difference.
Focus areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Wealth Strategies
Focus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Volunteering
- Fishing
- Hunting
- Skiing
Personal Interests
- Spending Time with Family
- Volunteering
- Fishing
- Hunting
- Skiing
Office Information
Phone Number
Matt Kleffman at (952) 736-9179Branch Team
- Kristine Fern
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Kristine Fern
- Sr. Branch Office Administrator
Branch Team
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