As an Edward Jones financial advisor for over 20 years, I've been blessed to have realized my passion in helping others. I am inspired every single day by those I've had the fortune of meeting and working with.
I believe it's important to invest my time in understanding what you are working toward before investing your money. It's also important to understand the level of risk you are comfortable taking when investing. We will meet from time to time to review the steps and strategies necessary to reach your personal goals, keeping track of your progress along the way and making changes as needed.
My branch office administrator, Tammy Weisser, and I strive each day to provide the most ideal client experience. It is our privilege to serve the West Bend community, and we are eager to help those in need.
On a personal level, I have lived in the West Bend area for over 30 years with my husband, Greg, who I've been married to for 43 years. We have two adult children and have been blessed with four grandsons. My son, Adam, and his wife, Michelle, have two boys. Andrew is 13 years old, and Brody is 9. My daughter, Ashley, and her husband, Scott, also have two boys. Lennox is 2 1/2 years old, and Axel is 11 months old.
I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation - let's visit.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
- Wealth Strategies
Office Address325a S. Main St
West Bend, WI 53095 opens in a new window
Phone NumberRory Demmer at (262) 306-7525
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
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