Before you can begin working toward achieving your financial goals, you must first define what’s important for you and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? We can help you prioritize your needs, define your goals and partner with you throughout your life to help keep you on track.

I began my career with Edward Jones in 2008 and love being part of the New Berlin community. I earned my bachelor's degree in business administration and a minor finance from UW Milwaukee. I also hold the AAMS™ designation.

I believe giving your time to the local community is very important. I have served on numerous board positions within the New Berlin Rotary Club, including Rotary Club President. I enjoy volunteering in different events that support the food pantry as well as our local police and fire departments.

My husband, Bill, and I have two amazingly rambunctious little kids, Lucy and Remy, and a yellow lab, Muddy. We greatly enjoy traveling and anything to do with the outdoors. We are always looking forward to our next adventure! When time allows, I love to golf.

Aaron Scholz is the Senior Branch Office Administrator. He does so much more than the title of administrator implies. Aaron has been working in the financial field since 2010 and is always striving to go above and beyond for our clients with a focus on perfecting his craft. We make a fantastic team!

Our passion is helping our clients achieve their financial goals and dreams. Thank you for visiting our page. Should you wish to talk further, please call Aaron to arrange a time for us to talk.

What are your financial dreams? Let's make them a reality.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Golfing
  • Volunteering

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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