I am a seasoned financial advisor with over two decades of experience. I have an in-depth knowledge of the many ups, downs, challenges and growth that the markets have experienced over the years. We have diligently worked with our clients to stay on track regardless of the "noise" of the day.
We partner with, strategize and guide our clients in the most important chapters of their working and retired lives (opportunities to invest, grow and protect wealth, pay for higher education and the distribution phase in your retirement years).
This career has been so much more than a "job". It has allowed me the opportunity to be able to assist…
- clients and their families
- business owners
- our community nonprofit organizations
…as they work towards and achieve their dreams and their goals.
I have always had a passion about being a part of our community. It can make such an impactful difference when we all take the time to help others move in a positive direction.
Edward Jones is so much more than just choosing investments - we have a vast array of tools utilizing our solutions-based advice and our 5-step process to assist in understanding and achieving what is important to you and your family. I have the support of many Edward Jones professionals who assist me in creating a personalized, goal-oriented investment strategy and appropriate solutions for our clients. We are humbled by the opportunity to be able to work with multiple generations of families.
Lori and I have been married for 41 years. We have two adult children, Joshua and Kaitlyn (Eric). We are also blessed to have two beautiful grandchildren, Maebyn and Knoxton.
I would appreciate the opportunity to work, guide and partner with your family as you move forward on your retirement strategy. Please give our Senior Branch Office Administrator, Bev Robl, a call to schedule a one-on-one appointment at your earliest convenience at (920) 887-7496.
At your service,
Mailing AddressP O Box 315
Beaver Dam, WI 53916
Phone NumberRichard B Griep at (920) 887-7496
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