I am a second-generation financial advisor with Edward Jones. My father started our office when I was 6 years old. During high school, I worked in the branch answering the phone and assisting with administrative tasks. After attending college and completing a master’s degree, I decided to join the business full-time in 2004. In 2010, I earned my CFP® certification. I'm proud and honored to continue our family traditional of helping individuals and families make sound financial decisions through every chapter of their lives.

Whether your goal is to retire early, manage your income in retirement or save money on taxes, I will work with you to understand what is most important to you. I use an established 5-step process to build personalized strategies and partner with you throughout your life to help you stay on track. I am known for my ability to simplify clients’ financial lives by helping them consolidate accounts and keeping them informed so they understand their financial strategy. Helping clients achieve their financial goals is truly an honor and a responsibility I don't take lightly.

Since 2014, I've been invited to the Edward Jones Managing Partner’s Conference, where the firm’s top 400 financial advisors out of more than 19,000 gather annually to discuss best practices and new strategies to meet clients’ needs. Due to my success and leadership skills, I became a principal with the firm in 2022 and was asked to lead the recruiting efforts of diverse and female financial advisors across 11 states. In addition, I was named to the Forbes Best-in-State Wealth Advisors List in 2022 (Source: Forbes.com - April 2022; data as of 6/30/21) and the Forbes Top Women Wealth Advisors List in 2022 (Source: Forbes.com Feb 2022).

I currently serve on the board of directors of Multicolores, a non-profit supporting female Mayan artisans in Guatemala. I have a bachelor's degree from the University of Minnesota and a master's degree from Oregon State. I enjoy volunteering, cross country skiing, biking, spending time with family, adventuring with my dog and traveling internationally.

With regard to my talented branch team, Sue Neibacher has been with the firm for 20 years, and Becky Ries for 10 years. They are dedicated to providing you with the highest level of service, and we are committed to ensuring you are always highly satisfied.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Traveling
  • Volunteering
  • Animal Rescue
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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