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Monica A

Series 66

Billings, MT

Edward Jones

Monica Ascheman is a financial advisor at Edward Jones in Billings, MT, holding a Series 66 designation. She has been with Edward Jones since 2002, accumulating 24 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

Billings, MT

Edward Jones

Kaleb Haub is a financial advisor at Edward Jones in Billings, MT, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Word of Life and Mattress King for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Charitable giving & philanthropy Business ownership considerations Business succession planning Retirement income strategy Wealth management Founder/Business Owner
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Charles J

Series 66

Billings, MT

Edward Jones

Charles Jackson is a financial advisor with Edward Jones in Billings, MT, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Billings Public Schools and Laramie County School District #1. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Founder/Business Owner
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Michael V

CFP®, Series 66

Billings, MT

Edward Jones

Michael Vondra is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Billings, MT. Outside of his advisory role, Vondra has ownership in a real estate rental business, Lone Tree Resources LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions backed by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused
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John V

CFP®, Series 63, Series 66

Billings, MT

Edward Jones

John Vondra is a financial advisor with Edward Jones in Billings, MT, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 39 years of industry experience, including 34 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Michele S

Series 66

Billings, MT

Edward Jones

Michele Sanchez is a financial advisor with Edward Jones in Billings, MT, holding a Series 66 designation and seven years of experience at the firm. Prior to joining Edward Jones, she spent 15 years working at Hampton Inn / Erk Hotels Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

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