When you experience an "Aha!" moment, it is always rewarding. On occasion, that experience can even be life changing. For me, one of those life changing "Aha!" moments was when I realized I wanted to become a financial advisor with Edward Jones.
I have always had a passion for the financial industry, and I frequently found myself educating and leading conversations on investment strategy with family and friends. I knew that pursuing a career as an Edward Jones financial advisor was the perfect opportunity to do something that I love: educate others, build investment strategies and support my community.
I graduated from UW – La Crosse with a degree in business management and spent some time working for a Fortune 500 company in Illinois. It wasn't until a family member had mentioned Edward Jones to me that a light bulb went off in my head – I knew it was time to pursue my passion for finance as a professional financial advisor. So, I headed back to my home state so I could make these dreams a reality.
Currently, I work in a multiple financial advisor office with two other advisors and two support staff. Together, we collaborate and work together to help make sure that every client's needs are met, and expectations are exceeded.
In my free time, I enjoy playing golf and spending time with my family. My wife, Morgan, and I currently live in Verona, WI with our two children, Kennedy and Malcom.
If you are an individual or business who wants help to prepare for retirement, live comfortably in retirement, provide employees with retirement benefits, pay for your children's education or prepare your legacy, then please contact me at 608-709-2759. It would be an honor and a privilege to help you reach your goals, and it is a responsibility I do not take lightly.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- College Savings
- Insurance & Annuities
Office Address6411 Mineral Point Road
Madison, WI 53705
Phone NumberZach Burch at (608) 709-2759
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