As a second-generation financial advisor in the beautiful capital city of Wisconsin, it is my intent to educate and empower my community on their financial choices and create generational relationships. I strive to make sure my clients feel heard and understood. I treat every person with respect, without judgment and with a sincere and heartfelt interest in their stories and dreams for the future.
At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
I believe it’s important to invest my time understanding what you’re working toward before you invest your money. The financial world can sometimes seem like foreign territory; I will work one-on-one with you to help determine the most appropriate financial strategy for you and your family.
My personal story includes growing up in Sun Prairie and attending the University of Wisconsin-Platteville, earning an undergraduate degree in industrial engineering and a minor in business administration. After a couple years in the engineering field, I joined Edward Jones in 2019. My free time consists of cooking, fitness, travel, being with friends and family and getting out to the family farm in western Wisconsin on weekends.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Connect with me on LinkedIn.
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Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Socially Conscious Investing
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Socially Conscious Investing
My Personal Interests
- Outdoor Enthusiast
- Cooking
- Music
- Health & Nutrition
- Pickleball
Personal Interests
- Outdoor Enthusiast
- Cooking
- Music
- Health & Nutrition
- Pickleball
Office Information
Phone Number
Max Benrud at (608) 242-0591Branch Team
- Mona Francis
- 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 |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
Branch Team
- Mona Francis
- Sr. Branch Office Administrator
Branch Team
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