I have always wanted to make a difference in people’s lives and truly help them. This desire likely comes from growing up in a large family with parents who instilled in me the importance of faith, family and community.
My dad inspired my interest in investing, leading me to buy my first mutual fund in 1988 when I was just 17 years old. He taught me that if invested properly, my hard-earned money could grow and help me reach my financial goals.
A few years later, one of my close friends became a financial advisor with Edward Jones, further igniting my passion for investing. After several years in corporate technology management, I, too, joined the firm and realized that, as an Edward Jones financial advisor, I get to combine my two passions—helping people and investing.
The focus of my business is simple: First, I want to understand what’s important to my clients. Then I use an established process to build personalized strategies to help them reach their financial goals. Finally, I commit to partner with them, throughout their lives, to help keep them on track to accomplish those goals.
When I’m not at work, I love spending time with family, participating in church and community activities and running our hobby farm. My wife and I were blessed with five amazing children through fostering and adoption. We moved from McHenry, IL, to Holmen in 2011 and thoroughly enjoy the beauty of the LaCrosse area.
Please contact me or Laurie Tweten, my branch office administrator, if:
• You are saving for retirement and want to see if you’re on track.
• You are retiring and want a comprehensive income strategy.
• You recently changed jobs and need to evaluate your options.
• You have a family and want to save for education.
• You are a business owner looking for tax-saving strategies.
When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. It would be my privilege to discuss how I can help you.
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address106 S Holmen Dr Suite 1
Holmen, WI 54636
Phone NumberPaul T Gunderson at (608) 399-1438
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 06:00PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 06:00PM|
|Fri||08:00AM - 03:00PM|
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