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.
At the time, I was living in the Northwest suburbs of Chicago with my wife, Morgan, and my daughter, Kennedy. Morgan and I had been considering moving back to our home state of Wisconsin and I was looking into a potential career change. Up to that point, I had spent my entire career in management with a Fortune 500 company after graduating with a degree in business management from the University of Wisconsin - La Crosse. While I worked for a great company and I enjoyed my position, I always felt the desire to pursue running my own business.
I was talking with a family member regarding positions in the Madison area when they mentioned Edward Jones. Something inside me just clicked. Aha! How had I not thought about this before?
For years, I had been developing a passion for the financial industry and frequently found myself educating and leading conversations on investment strategy with family and friends. I thought, this is the perfect opportunity to do something that I love; educating others, building investment strategies and supporting the community I live in.
If you are an individual or business with a desire to prepare for retirement, live comfortably in retirement, provide employees with retirement benefits, pay for education of your children and/or grandchildren or prepare your legacy, it is my goal to help you achieve what is most important to you. It is also a responsibility I do not take lightly, and I greatly appreciate the opportunity to serve each one of my clients.
Office Address6315 Odana Rd Ste 103
Madison, WI 53719
Phone NumberZach Burch at (608) 274-1857
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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