For over 15 years, I have worked for Edward Jones as a financial advisor. I started with Edward Jones after graduating from Butler University in Indianapolis. My original office was in Schaumburg, IL, from 2006-2014. In 2014, I was offered the opportunity to move back and assume responsibility for an office in Goshen.
I moved back to Goshen, my hometown, to help those in my community with all aspects of investing and personal finance. My areas of focus are planning for retirement, generational wealth transfer, planning for educational expenses and creating retirement strategies for self-employed individuals and business owners.
I have a bachelor's degree in business from Butler University and also hold the Accredited Asset Management Specialist™ (AAMS®) designation. 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, Diana, and I are raising our two children, Connor and Jacob, in Goshen. Besides running after the boys, we enjoy traveling, being outdoors and Butler sports!
Focus areas
- Retirement Savings Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Employee Stock Options
Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Employee Stock Options
My Personal Interests
- Spending Time with Family
- Basketball
- Skiing
- Traveling
- Football
Personal Interests
- Spending Time with Family
- Basketball
- Skiing
- Traveling
- Football
Office Information
Office Address
1308 Elkhart RdGoshen, IN 46526 opens in a new window
Mailing Address
P O Box 333Goshen, IN 46527
Phone Number
Matt Szynal at (574) 533-4401Branch Team
- Judy VanderMaas
- Sr. 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 - 04:00PM |
Friday | 08:30AM - 04:00PM |
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 - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Judy VanderMaas
- Sr. Branch Office Administrator
Branch Team
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