I am lucky to get to go to work every day in my hometown and help people work toward and achieve their personal financial goals. I love to listen to my clients talk about what they'd like to do in the future and their hopes for their families, and learn about what's important to them.
When we work together, we sit down – face to face – talk about what's most important to you and define your biggest financial goals. Then, we make a plan to achieve them. I focus on explaining investments and options without using industry jargon. When you walk out of my office, I want you to understand the "why" behind my suggestions and what you can expect in terms of return, ups and downs and cost. And I want you to see me as a partner and guide on the path to your dreams.
I have lived in Waupaca for my entire life, outside of the four years I attended the Milwaukee School of Engineering. My husband, Josh (also a Waupaca native), and I have been married for more than 20 years and we have four children. Outside of work and spending time with my family, my favorite things to do are play and coach volleyball. I am involved as a coach (and former director) of the Waupaca Fire Volleyball Club and I also coach the youth volleyball program for the Waupaca Parks and Recreation. I am an ambassador for the Waupaca Area Chamber of Commerce and love getting to know other businesspeople and being a resource for them in the community.
If you are looking for help, I invite you to experience the Edward Jones difference: face-to-face meetings and one-on-one personal relationships... Plus some of the best tools and technology in the industry. Call today to schedule your appointment.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Intergenerational Planning
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Intergenerational Planning
Office Information
Office Address
100 N Main StWaupaca, WI 54981 opens in a new window
Phone Number
Melanie A Peterson at (715) 942-8153Branch Team
- Kayla Suehs
- 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 - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
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 - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Kayla Suehs
- Branch Office Administrator
Branch Team
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