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Joshua G

Series 66

Beaver Dam, WI

Edward Jones

Joshua Griep is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Cetera, Riviera Private Wealth Services, and TIAA. Outside of his advisory work, he is the owner of Riviera Private Wealth Services LLC, an entity associated with investment properties in Calabasas, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of investment strategies and affiliated services under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Monica M

CFP®, Series 66

Beaver Dam, WI

Edward Jones

Monica Mc Gauley is a CFP® certificant and holds a Series 66 license with eight years at Edward Jones and a total of seven years in the financial industry. Prior to joining Edward Jones in 2018, she worked at Moraine Park Technical College for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy General retirement planning Doctor or Medical Professional Engineering Professional
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