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At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals for all the stages of your life.
Our office is located just across the river from St. Norbert College where I graduated with a Bachelor of Science degree in accounting. I then pursued and passed the state exam to earn my CPA license during my tenure in the banking industry, and currently hold the series 7 and series 66 state law securities registrations.
My wife, Rachel, and I have three boys all under the age of 10 – they keep us blessedly busy. As a family, we participate each year in the annual Alzheimer's Association walk at Lambeau Field. I also volunteer at St. John's Homeless shelter in programs that teach necessary life skills and how to break down barriers and achieve sustainable employment.
In the rest of our spare time, we enjoy baseball, fishing, hiking, camping with family and friends, cutting and splitting of wood, and taking care of a few honeybee colonies and chickens we have. We especially look forward each year to cooking our own maple syrup each spring with all of our family.
My senior branch administrator, Darci Janssen, is my partner in the branch and has been with Edward Jones for 23 years. She is originally from the U.P. of Michigan but is a longtime resident of Ashwaubenon. She and I are dedicated to providing our clients with the highest level of service possible, so please, don't hesitate to call or email our office if you have any questions or would like to partner together to strategically achieve the goals most important to you and your family.
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed 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 quizA summary of last week's market highlights and economic news.
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