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 tradition of helping individuals reach their most important financial hopes and dreams.

Whether your goal is to retire early, manage your income in retirement or save money on taxes, I will use an established 5-step process to build personalized strategies and partner with you throughout your life to help you stay on track. Helping clients achieve their financial goals is truly an honor and a responsibility I don't take lightly.

Starting in 2014 through 2021, 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 serve clients. In addition, I was named to the 2023 Top Women Wealth Advisors Best-in-State ranking in Minnesota for 2023.

In 2022, I was asked to take on additional leadership responsibilities at the firm. As a principal, I support financial advisor recruiting efforts across 11 states. I have a deep passion for attracting more women and people of color to this profession.

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 my family, adventuring with my dog and traveling internationally.

My talented branch team of Sue Neibacher, Becky Ries and Lynn Kohlasch have over 40 years of experience and are dedicated to providing you with the highest level of service.

Disclaimer: 2023 Forbes America's Top Women Wealth Advisors Best-in-State in Minnesota, published February 2023, research provided by SHOOK® Research, LLC., data as of September 2022. Compensation provided for using, not obtaining, the rating.

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
Mon Closed for Holiday
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

Email Me

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