As a second-generation financial advisor in 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, and 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 can 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 with an undergraduate degree in industrial engineering and a minor in business administration. 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.
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- Retirement Income Strategies
- Socially Conscious Investing
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Retirement Savings Strategies
My Personal Interests
- Outdoor Enthusiast
- Health & Nutrition
- Real Estate
Office Address4672 East Washington Avenue
Madison, WI 53704
Phone NumberMax Benrud at (608) 242-0591
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