I am proud to work for Edward Jones, having joined the firm in 2014. The firm's long history and culture of putting our clients' interests first is extremely important to me.
As a financial advisor, I am highly dedicated to understanding the complex financial needs of individual investors as well as small businesses. I take pride in learning what is most important to my clients and their families and developing customized and specific financial strategies. I regularly work closely with CPAs, attorneys and other professionals to determine the most appropriate solutions for my clients.
I have earned the Accredited Asset Management Specialist™ or AAMS™ professional designation through the College for Financial Planning®. I also earned my degree in finance from the University of Wisconsin-Oshkosh.
The College for Financial Planning® awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I have over 15 years of experience in the financial services industry. This experience includes working with many different client types including individual, high net worth and institutional investors.
Prior to joining Edward Jones, I worked as an institutional consulting analyst at Morgan Stanley in Green Bay.
I am proud to be an active member of the community. I currently sit on the board of directors for the GROW Foundation and the Brillion Optimist Club.
My wife, Kelly, and I have five children and reside in the Brillion area.
Focus areas
- Portfolio Reviews
- Wealth Strategies
- Business Retirement Plans
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
Office Information
Office Address
119 Park AveBrillion, WI 54110 opens in a new window
Phone Number
Ryan Hale at (920) 524-2077- Jenn Eichmeier
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Friday | 08:00AM - 03:00PM |
Fri | 08:00AM - 03:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Friday | 08:00AM - 03:00PM |
Fri | 08:00AM - 03:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
- Jenn Eichmeier
- Sr. Branch Office Administrator
Branch Team
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