Please join Zach Burch, Financial Advisor, in person to discuss several topics that may be important to investors of all ages.
Wednesday, October 26, 7 pm –
Westminster Church – 4100 Nakoma Rd.
- Financial Aid and College Savings – learn about how financial aid is determined as well as college savings plan options
- Protect Yourself: Be Alert to Financial Fraud – a discussion on various financial scams and how to protect yourself
- Rules of the Road – 10 Investing tips and strategies to achieve the goals that are important to you
- Retirement Calculator – examine how monthly contributions can add up over your lifetime
The Seminar is also Available via Zoom
Meeting ID: 835 3961 0737
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.
I have always had a passion for the financial industry, and I frequently found myself
educating and leading conversations on investment strategy with family and friends. I knew
that pursuing a career as an Edward Jones financial advisor was the perfect opportunity to
do something that I love: educate others, build investment strategies and support my
I graduated from UW – La Crosse with a degree in business management and spent some
time working for a Fortune 500 company in Illinois. It wasn’t until a family member had
mentioned Edward Jones to me that a light bulb went off in my head – I knew it was time to
pursue my passion for finance as a professional financial advisor. So, I headed back to my
home state so I could make these dreams a reality.
Currently, I work in a multiple financial advisor office with two other advisors and two
support staff. Together, we collaborate and work together to help make sure that every
client’s needs are met, and expectations are exceeded.
In my free time, I enjoy playing golf and spending time with my family. My wife, Morgan,
and I currently live in Verona, WI with our two children, Kennedy and Malcom.
If you are an individual or business who wants help to prepare for retirement, live
comfortably in retirement, provide employees with retirement benefits, pay for your
children’s education or prepare your legacy, then please contact me at 608-709-2759. It
would be an honor and a privilege to help you reach your goals, and it is a responsibility I do
not take lightly.