Edward Jones-Financial Advisor:Angela DuQuaine

Edward Jones-Financial Advisor:Angela DuQuaine /*********/
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For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation st...
06/11/2026

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation starts, the more options you often have.

If protecting both your legacy and your life beyond the business matters to you, feel free to reach out so we can get the conversation started.

Learn more here: https://bit.ly/4fL32G5

In conversations with clients, one topic comes up over and over again: staying independent later in life.Alzheimer’s & B...
06/08/2026

In conversations with clients, one topic comes up over and over again: staying independent later in life.

Alzheimer’s & Brain Awareness Month is a good reminder that there are things within our control. Healthy habits, like staying active, managing blood pressure, eating well and continuing to challenge your mind, can support brain health over time, potentially increasing the probability of staying independent for longer.

Pair that with a plan that prepares for the unexpected, and you’re in a stronger position for the future.

If you’d like to talk through your plan, I’m here.

06/04/2026

Not only can your HSA help enhance your health care savings, but it can function as a powerful tool for your retirement strategy. Here are five common myths about this unique account.

https://bit.ly/43gPf2p

If you've noticed Sabrina coming and going at some unusual times this week, there's a good reason! 😊 She's spending her ...
06/02/2026

If you've noticed Sabrina coming and going at some unusual times this week, there's a good reason! 😊
She's spending her mornings volunteering at Vacation Bible School at St. Jakobi Lutheran Church before heading into the office each afternoon.
Giving back to the organizations and the communities that mean the most to us is something we truly value. We're grateful to be able to make it work and support the people and causes that have given so much to our families over the years.

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very v...
06/01/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/433wtvr

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable gu...
05/26/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/3RM7WZc

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

In honor of Memorial Day, we remember and thank those who gave their lives in service to our country.Our office will be ...
05/24/2026

In honor of Memorial Day, we remember and thank those who gave their lives in service to our country.
Our office will be closed on Monday in observance of the holiday.

Wrapping up another school year is always such a proud moment.Ivy just finished her freshman year, and Vivian wrapped up...
05/22/2026

Wrapping up another school year is always such a proud moment.
Ivy just finished her freshman year, and Vivian wrapped up 4th grade — it goes by so fast.
Sabrina’s son also completed kindergarten, such a fun milestone!
The kids are ready for summer — and for Ivy, racing season is already in full swing 🏁
(No last day of school photo for her, but we did get one of her in her element later that night!)
Wishing all families a fun, safe, and well-deserved break ☀️

Address

790B County Road B
Shawano, WI
54166

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+17152801009

Website

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