Jan 31, 2025
Katie Caven joined the team as a Client Services Associate in 2024. She previously lived in Inwood, IA, where she worked as an occupational therapist and real estate agent in the Sioux Falls and Northwest Iowa areas. Katie attended Augustana College in Sioux Falls...
Jan 31, 2025
Jessica Lewis is a Client Services Manager at NewEdge Advisors. She brings valuable experience in client relationship management to the firm. Jessica is responsible for client communications and event management. She has previous experience working as an independent...
Jan 31, 2025
Jared Fodness is a Wealth Advisor at NewEdge Advisors. He specializes in tax planning and financial forecasting. His academic credentials include a Bachelor of Business Administration and a Master of Professional Accountancy from the University of South Dakota. His...
Jan 31, 2025
Scott Neu is a Senior Wealth Advisor at NewEdge Advisors. He brings his educational and teaching experience to create investment models and financial strategies. He transitioned from teaching at Pierre School District to a career in the financial services industry....
Jan 31, 2025
Kris Pearson is a Partner and Wealth Advisor at NewEdge Advisors. Kris holds the Series 7, 66, and 25 licenses and is registered through LPL. She is registered to recommend securities and assist with the financial planning process. Kris has more than 20 years of...
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