How we help:
I am a financial advisor for a select group of families & businesses who are dedicated to creating, maintaining, & growing their wealth through exploring strategies that fit their financial vision. You can expect consistent exceptional client service and recommendations in an honest, simplified, and timely manner. We create an atmosphere of confidence & knowledge which brings with it years of relationships with the generations of families we serve.
Who We are:
My career is my passion. I love to uncover the best solutions to complex problems and find great joy in understanding intricacies and nuances of financial vehicles. I feel the most gratified when I know my clients are able to live a life full of joy & fulfillment without money worries.
My team includes 2 extraordinary branch office administrators.
Brenda Malamen joined Edward Jones in 2008. She is positive, resourceful, capable and caring individual. She enjoys country music as well as many local events-especially going to the Sod Poodle’s games.
Megan Wissler joined our team in 2016 and has 9 years experience in the financial services industry. Megan brings energy & fun to office. She is always learning something new & ready to tackle the next challenge that comes her way. With her spare time Megan enjoys camping & fishing on her long weekends.
Outside of the office, I enjoy spending time with my husband Dale, our twin boys- Max & Dutch, along with Gourmet cooking, traveling, & new experiences.
Are we the right fit?
It all starts with getting to know you. After an initial discovery meeting, I will then do some "nerd work." Next, there are 3 most likely outcomes. First, you may be in good shape & I would suggest you continue doing what you are doing. Secondly, I may see some opportunities for improvement & suggest we partner together to improve your financial well-being. Lastly, if we aren’t the right fit for your situation, I will recommend a financial advisor better suited for you.
Member Since: 2011