She also enjoys outdoor activities, concerts, driving scenic routes, and other adventures. Maddison graduated from the University of Wisconsin Oshkosh with a degree in Marketing and Sales. She went into graduate school at UWO for Educational Leadership where she spent two years co-advising a student board of campus event planners. Jeff lives in Pleasant Prairie with his wife Lana and has three adult children.


Edward Jones, based in St. Louis, Missouri, ranks second in the list with AUM of over $1.3 trillion. The company provides a diverse range of investment services in the U.S. and Canada through a network of over 15,000 locations and 19,000 financial advisors. The firm was established in 1922 and today employs about 50,000 people.

Get our weekly email series filled with financial tips, tools, and more.

These firms come in many shapes and sizes, and vary widely in terms of the key components that drive value. As such, the valuations of wealth management firms present a number of special considerations. We pride ourselves on being able to support a wide range of clients – from individuals, families and entrepreneurs to accountants, legal professionals and charities. We have a long history of providing expert wealth management advice and you can find more information below on the types of people we’ve helped in the past. We appreciate that one person’s needs are entirely different from those of another. We never take a one-size-fits-all approach to our wealth management services, which are always tailored to suit your unique situation.