Edward Jones-Financial Advisor: John Steenis

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Edward Jones-Financial Advisor: John Steenis When it comes to finances, the stakes are high, and it’s easy to get swept up by the complexities Everyone has a story, and we would like to hear yours.

When it comes to finances, the stakes are high, and it’s easy to get swept up by the complexities and emotions of investing. That’s why it helps to have someone with both experience and knowledge on your side. We serve individuals, families, businesses, churches, non-profits, and tribes and I will partner with you to develop a complete wealth strategy tailored to your specific situation based on your financial goals and values, giving you confidence in your overall financial well-being. We will always act in your best interest, we will model utmost integrity and honesty, we will always ensure that your information is confidential, we will explain investment costs with transparency and clarity, and we will pro-actively communicate. We welcome the opportunity to meet new people and learn about their financial goals. Please connect with me if you:
� Are an individual, family, business, church, non-profit organization, or tribe interested in financial strategy and investing
� Want a second opinion on your portfolio
� Have recently experienced a major life event: job change, relocation, upcoming retirement, marriage, divorce, birth, or passing of a loved one
� Know someone who may be interested in our services

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I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to t...
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I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth ...
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Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k)...
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Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/16/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
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Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
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Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
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Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfol...
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If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out ...
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Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today wh...
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Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

Address

811 1st Street, Suite 203
Hudson, WI
54016

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3pm

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