As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
In 2018, I graduated from University of Wisconsin - La Crosse, earning a bachelor's degree in finance. During my time in La Crosse, I played collegiate football for the Eagles. Between the bluffs and the Mississippi River, I will always have a soft spot for La Crosse and the people who have made it such a great place.
The day I graduated from La Crosse, I began my path as a financial advisor at Edward Jones by joining an established branch with nearly 70 years of combined experience.
I am currently based in Madison, Wisconsin where I am active in the community as an ambassador with the Sun Prairie Chamber of Commerce and a member of the Sacred Hearts Parish Endowment fund. In my free time, I spend time with friends and family on the Madison Chain of Lakes.
My branch office administrators, Patti and Pam, are dedicated to providing you with the highest level of service possible. Please don't hesitate to reach out with questions concerning your statement, dividends, stock certificates or your account in general.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Income Strategies
- Portfolio Reviews
My Personal Interests
- Outdoor Enthusiast
- Personal Fitness
Office Address2323 Crossroads Dr Suite 190
Madison, WI 53718
Phone NumberTripp S Soma at (608) 837-2700
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