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Elizabeth V

Series 66

Sidney, MT

Edward Jones

Elizabeth Verhasselt is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Her prior experience includes roles at Supporting Strategies and Kringen Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a network of more than 23,000 financial advisors. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

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

Series 63, Series 66

Sidney, MT

Edward Jones

Nicholas Lonski is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as president of the Bishop of Myra Foundation, a personal foundation he co-manages with his wife, and is an assistant wrestling coach at Sidney High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates 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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Jamie M

Series 66

Sidney, MT

Edward Jones

Jamie Malsam is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, Jamie worked for six years at the Sidney Police Department. Jamie holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of financial advisors. The firm provides affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Lauren S

CFP®, Series 66

Sidney, MT

Edward Jones

Lauren Sukut is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Sidney, MT. Outside of her advisory work, she serves as secretary for the Sidney Gymnastics Club, where she manages meeting minutes and coordinates gymnast competition registrations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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