I joined Edward Jones in 2002 when my wife, Lisa, and I were expecting our first baby, Noah. I wanted a career change. I spoke to financial advisors and was impressed how Edward Jones focused on individual client's financial goals. Now, I enjoy talking with people to discuss their long-term financial goals and develop strategies to help attain them.
Several years ago, a client came to me, worried. He had worked at a local establishment for many years. He was in his fifties, and the company was moving operations out of state. He didn't know what to do. He had three children about to start college. Should he look for a new job or consider retirement? Could he afford to retire? We ran several scenarios, and it turned out he could retire. He was elated. We had prepared for unexpected events, developed a strategy and stuck with that strategy. Even though the curveball appeared, it didn't mean financial distress. Planning was key.
As a financial advisor, I hold AMMS® designation, awarded from College for Financial Planning. I graduated from University of Wisconsin, La Crosse, with a degree in business and marketing. In Lodi, I am a member of Lodi and Lake Wisconsin Chamber of Commerce, where I sit on the Lodi Citizen of the Year Committee. I am also a member of Lodi Optimist Club.
Lisa and I have been married for over 20 years. We have two sons, Noah and Isaac, who are involved in college and high school activities and sports.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. Being your financial advisor and helping you be able to retire or help your kids with college gives me a great deal of pride. You are an extension of my family, your goals are my goals, and my focus is on you.
We want to provide answers to your questions so that you make informed, financially-sound decisions. Please contact us to discuss your situation and options.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Social Responsibility
Office Address119 Lodi Street
Lodi, WI 53555 opens in a new window
Phone NumberTom Wendler at (608) 592-1560
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