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Andrew K

CFP®, Series 66

Alpena, MI

Edward Jones

Andrew Kowalski is a CFP® and Series 66 licensed advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including three years at MidMichigan Health prior to joining Edward Jones. Outside of his financial advisory role, Kowalski serves as a volunteer vice president on the board of Northern Lights Arena and is a Learn to Skate instructor with the Alpena Hockey Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Zachory J

Series 66

Alpena, MI

Edward Jones

Zachory Johnson is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. His prior work includes roles at Progressive and Clean Harbors, as well as six years of service in the United States Air Force. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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