Goals. We all have them. Goals for our family. Goals for our career. Goals for our lifestyle. Goals for our money.
Are you on track to reach your goals? How are you to know? What if you miss your target?
That is where I come in. It's my job to make sure you achieve your goals.
My name is Mike Vondra. My wife, Jenny, and I have two sons and one daughter: "SJ", Carter and Elizabeth. Jenny and I were both raised right here in Billings and live a pretty simple life. We are passionate about our faith, family and this community.
I am a third-generation financial advisor. My grandpa started in the business back in the 1960s and my father, John, has been a financial advisor since the 1980s. In college, I studied finance and economics. I am currently engaged in extending my education and have earned these designations through the College of Financial Planning:
I am so blessed to have a great team around me. Flyssa Lawson and Juliana Ellis are my branch office administrators. These two are the engine behind our elite service model.
At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service. Let me ask you a few questions:
1) What does your current financial landscape look like?
2) What do you want it to look like in ten years?
3) Are you on track?
4) Do you have any blind spots?
5) Are you using any advanced tax planning strategies?
6) What are your estate goals?
7) What do you want your legacy to be?
I use an established process to help my clients bring some color and clarity to what can look like a gray and blurry future. Let's partner to give your goals a plan.
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- College Savings
- Special Needs Financial Considerations
My Personal Interests
- Spending Time with Family
- Community Outreach
- Sports Enthusiast
Phone NumberMichael A Vondra at (406) 247-0748
|Mon||07:00AM - 05:30PM|
|Tue||07:00AM - 05:30PM|
|Wed||07:00AM - 05:30PM|
|Thu||07:00AM - 05:30PM|
|Fri||07:00AM - 03:00PM|
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More