Issue link: https://read.dmtmag.com/i/54008
Financial Services Special Advertising Section A Strategic Plan Financial Services Profiles Does your New Year's resolution include ensuring that your finances are in order? Then the local financial professionals in the following pages are here to help you start, review, and make changes to your personal financial strategy. Making Your Financial Goals PMS 5535 Kristen E Carreira, AAMS kristen.carreira@edward- jones.com (608) 238-3604 2701 University Ave., Ste. L Madison, WI 53705 Traci L Dutter traci.dutter@edwardjones.com (608) 655-3697 214 E. Main St. Marshall, WI 53559 Jessica L Knutson, AAMS jessica.knutson@edward- jones.com (608) 873-7131 154 E Main St. Stoughton, WI 53589 Shelley M Moffatt, AAMS shelley.moffatt@edward- jones.com (608) 849-6649 221 S. Century Ave. Waunakee, WI 53597 a Reality At Edward Jones, we are guided by a set of principles that have shaped all aspects of our business, particularly the way we build our client relation- ships and the investment strategies we recommend. Creating a long-term strategy to Black help you achieve your financial goals doesn't have to be complicated. As a first step, we get to know you so that we understand what you're trying to achieve. We want you to ask questions because our clients' interests always come first. We can help you make informed decisions about your financial goals. Call to schedule time to talk. We're in your neighborhood. White PMS 5535 Jennifer D Olson jennifer.olson@edward- jones.com (608) 249-0622 2010 Eastwood Dr. Kennedy Pl., Ste. 102 Madison, WI 53704 Tammy A Reefe, AAMS tammy.reefe@edward- jones.com (608) 850-6267 314 E. Main St. Waunakee, WI 53597 Lisa A Spadoni lisa.spadoni@edward- jones.com (608) 274-1857 6315 Odana Rd., Ste. 103 Madison, WI 53719 Amanda S Wright amanda.abing@edward- jones.com (608) 348-7623 305 Business Highway 151 East Platteville, WI 53818 January 2012 Black bravamagazine.com 29