Work History
Edward Jones
Edward JonesJanuary 2014 to Current
About Joe
"Keep your eye on the ball"
"Don't let a bad shot ruin your round"
If you've played golf before, you've probably uttered those words to yourself on multiple occasions. What I didn't know about growing up playing golf was that some of the same principles that make you a successful golfer will help you in a career in investments. The ball is of course a metaphor for your goals, and each golf shot can be representative of the daily fluctuations in the stock market. In order to be a successful investor, and golfer for that matter, you can't let the daily swings...
"Don't let a bad shot ruin your round"
If you've played golf before, you've probably uttered those words to yourself on multiple occasions. What I didn't know about growing up playing golf was that some of the same principles that make you a successful golfer will help you in a career in investments. The ball is of course a metaphor for your goals, and each golf shot can be representative of the daily fluctuations in the stock market. In order to be a successful investor, and golfer for that matter, you can't let the daily swings...
Focus Areas
- Retirement Income Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- LGBTQ+ Finances
- Wealth Strategies
Work History
Edward Jones
Edward JonesJanuary 2014 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
Univ of Wisconsin - Madison
Univ of Wisconsin - MadisonBachelor of Business Admin
Education
Univ of Wisconsin - Madison
Univ of Wisconsin - MadisonBachelor of Business Admin
Personal Interests
- Spending Time with Family
- Coaching Sports
- Traveling
- Golfing
- Volunteering
Team Members
Nicole SmithSr. Branch Office AdministratorFPQP®
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
WaunakeeFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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