In 2001, I began my Edward Jones career as a financial advisor opening the first branch office in Franklin, WI. My family and I are all native to Wisconsin and enjoy spending time with family and friends, staying active and giving back to local communities.
I am passionate about the value brought to investors by Edward Jones. I commit myself to continuing education above and beyond what is required. Utilizing my knowledge, skills and education, my aim is to leave a legacy of helping families define and obtain their financial goals. Each family is different, so it is important to me to establish deep, trusting relationships with those I serve. Loyalty, persistence and open communication are key drivers leading to the success of those relationships long term. There is nothing more important to me than to understand what is important to those I serve. Through an established process, together we build personalized strategies with specific actions to achieve your goals. I partner with you and your family throughout your life, revisiting your goals and risk tolerance, as well as the strategies we've developed, to help keep you on track toward your goals.
Envisioning retirement is your job. Helping you get there is mine. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and protection strategies. I can help you develop a strategy for working toward your retirement goals.
My branch office administrator, Sarah Bucek, has two years of experience and is dedicated to providing you with a high level of service. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. She, too, enjoys spending quality time with her family and friends.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Insurance & Annuities
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Phone NumberReAnn Holmes at (414) 525-9650
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