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Jeremy B

Series 66

Rochester, MN

Edward Jones

Jeremy Burget is a financial advisor with Edward Jones in Rochester, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Mayo Clinic for 16 years. 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 large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Abigail H

Series 66

Rochester, MN

Edward Jones

Abigail Hofer is a financial advisor at Edward Jones in Rochester, MN, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, she worked for six years at Banfield Pet Hospital, where she held roles including Veterinarian Assistant and Shift Lead. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

College savings (529s, UTMA, etc.) ESG / Sustainable investing Doctor or Medical Professional Women Professionals Women's Finance Religious/faith focused Values-based investing
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Marlin H

Series 63

Rochester, MN

Edward Jones

Marlin Hofer is a financial advisor with Edward Jones in Rochester, MN, holding a Series 63 designation and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is president of MJH Enterprises LLC, a real estate business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services backed by a large network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Founder/Business Owner Religious/faith focused
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Richard B

CFP®, Series 66

Rochester, MN

Edward Jones

Richard Bennett II is a financial advisor with Edward Jones in Rochester, MN, holding CFP® and Series 66 credentials and bringing 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he manages an office condominium through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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