portrait of Shai Rowe-Riedl

About Shai

I grew up on a farm in a small town in Southwest Wisconsin where I learned the importance of hard work and dedication. At 14, I became a waitress. After each shift, I stashed away my tips "safely" in a jar. Like many people, I did not know the value of investing. My parents had always taught me to save money, but investing was not a priority. When I was 18, I asked my mom about investing in the stock market. One of my mom's co-workers referred her Edward Jones financial advisor. I scheduled my first meeting to make an...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • New Investors
  • Estate & Legacy Strategies

Work History

  • Edward JonesSeptember 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Clarke CollegeBachelor of Business Admin
  • Clarke CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Traveling
  • Podcasts
  • Fine Dining
  • Cooking

Team Members

  • Lyndsey Digman
    Branch Office Administrator
  • Maggie Kilburg
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

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