Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones because I discovered their core values aligned with mine.
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
In 2011, I began my Edward Jones career as a financial advisor in Fond du Lac. I obtained the Chartered Retirement Planning Counselor designation in December 2018. Today, Edward Jones serves the community from multiple convenient locations.
I attended the University of Wisconsin–La Crosse and graduated in 1998 with a bachelor's degree in secondary education and mathematics. I then earned my master's degree in 2002, also from the University of Wisconsin–La Crosse.
I began my professional life as a math teacher at Prairie du Chien High School in 1999. In addition to teaching most of the math classes offered, I also coached cross country and helped organize many other activities.
I married my husband, Craig, in July 2001. He enjoys hunting and the outdoors.
My branch office administrator, Beth, has several years of financial services experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with questions concerning your statement, dividends, stock certificates or your account in general.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
- New Investors
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- College Savings
- Insurance & Annuities
Office Address355 N Peters Ave 100
Fond Du Lac, WI 54937
Phone NumberPam Tollefson at (920) 921-6095
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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