Lunch & Learn Hudson, WI Networking
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Find a local business you can trust.

Every business here is an active member of Lunch & Learn, serving Hudson and the St. Croix Valley, serving western Wisconsin and the east Twin Cities metro. 51 listings and counting.

All 51 Financial Services 5 Banking & Mortgage 4 Insurance 3 Real Estate & Title 4 Marketing & Creative 6 Home Services 8 Construction & Trades 2 Health & Wellness 10 Professional Services 3 Business & Coaching 1 Products & Manufacturing 2 Automotive 1 Community & Events 2

5 businesses in Financial Services

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Financial Services

Edward Jones

Rich Morgan

Growing up in a family business taught me that success comes from hard work, strong relationships, and continuous learning. I bring that same approach to helping you prepare for milestones like retirement, college, selling a business, or building a legacy. I start by listening—your story and what matters most to you drives every step we take. With my team, life experience, and technology, I’m equipped to support you wherever you are in your journey, and I welcome the chance to hear your story.

715-446-9082 edwardjones.com/rich-morgan
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Financial Services

Edward Jones

Rebekah Stavne

Growing up in a family business taught me that success comes from hard work, strong relationships, and continuous learning. I bring that same approach to helping you prepare for milestones like retirement, college, selling a business, or building a legacy. I start by listening—your story and what matters most to you drives every step we take. With my team, life experience, and technology, I’m equipped to support you wherever you are in your journey, and I welcome the chance to hear your story.

651-314-1151 edwardjones.com/us-en/financial-advisor/rebekah-stavne
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Financial Services

Edward Jones

Katie Robbins, CFP®, AAMS™

Making wise, informed financial decisions can feel overwhelming — especially during major life changes like retirement, losing a loved one or an unexpected windfall. That’s why I became a financial advisor with Edward Jones: to provide clarity, support and personalized strategies that make sense for you. I provide education without judgment and work alongside you to create goal-specific wealth strategies. I provide in-depth financial strategies for individuals and families looking to build a secure, multi-generational legacy. Whether preparing for retirement, considering the future needs of your children and grandchildren, or adjusting to a new financial reality, I’ll guide you every step...

715-338-3060 EdwardJones.com/Katie-Robbins
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Financial Services

Lifetime Wealth Advisors

Harrison Falteisek

We provide custom strategies to directly address the unique challenges you face. Our job is to replace every one of those question marks with a clear, evidence-based strategy built around your goals, updated as life evolves, and explained in language you can use at the dinner table.

651-955-6784 lifetimewealthadvisors.net
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