As a financial advisor, before we ever discuss specific investments, I want to understand what is most important to you. By understanding your priorities, we will work together to create individualized investment strategies for you, your family, or your business. Your needs and investment goals will most likely evolve over time. This is why we partner together, building life-long relationships to prepare for the expected and protect against the unexpected.
Prior to joining the Edward Jones team, I was an Edward Jones client for 20 years. The care and commitment I received as a client inspired me to join the team and provide that same level of care to my clients. My previous career was a 27-year tenure at a company, serving in various executive leadership roles. In these roles, I helped individuals realize and achieve their potential within their careers. Now I help clients realize the potential in their financial goals.
So whether you are new to investing, thinking about your retirement strategy or estate planning, or have had a life transition such as a job change, marriage or divorce, I encourage you to give me a call or stop in. Let's talk about what's most important to you.
Outside of work, you will most likely find me on an athletic field, watching my three high school-age girls play one of many sports. I am also a mom to an adult daughter and a grandma to a set of boy and girl twins, as well as a step mom. I also enjoy running, softball, golf, traveling, and volunteering in the community.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
Office Address333 Cannery Square
Sun Prairie, WI 53590
Phone NumberTracy Gundert at (608) 834-9594
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