As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

Frandsen Investment Services is a full service wealth planning firm striving to build financial balance with appropriate priorities and proper organization. We are located within Frandsen Bank & Trust branches to help ensure our clients can easily find us and we have access to other important financial resources.

With our clients, we do not lead with a financial plan built on unattainable assumptions and unrealistic risk. We provide financial recommendations to work toward ensuring greater financial security for clients. We have partnered with top financial companies to help clients implement their plan and utilize cutting edge technology to develop and cultivate long lasting, values based client relationships.

Securities and Advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. Frandsen Bank & Trust and Frandsen Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.  The investment products sold through LPL Financial are not insured Frandsen Bank & Trust deposits and are not FDIC insured.  These products are not obligations of the Frandsen Bank & Trust and are not endorsed, recommended or guaranteed by Frandsen Bank & Trust or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

With many years of experience in the mortgage banking industry, and extensive practice in originating home loans for both purchase and refinance, I am a firm believer in excellent customer service and offering the most competitive pricing. When working with myself and New American Funding you’ll receive:

• Professional advice and support in making your home financing decisions
• A full spectrum of loan products from which to choose
• Consistent communication and follow up throughout the loan process from myself and New American Funding’s in-house operations team
• Industry leading close times

Please give me a call today for answers to any of your home financing questions. I would be more than happy to offer my professional advice.