I am a second-generation financial advisor with Edward Jones. My father started our office when I was 6 years old. As a child, I helped with office work as part of my Saturday chores and as a teenager, I answered the phone. 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.

Whether your goal is to retire early, educate your children, manage your income in retirement or save money on taxes, I will work with you to understand what is most important to you. I will then 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.

Due to my success and leadership skills, I was asked to serve on my region’s leadership team in 2009 and currently serve as a coach to other advisors. Each year since 2014, I've been invited to the Edward Jones Managing Partner’s Conference, where the firm’s top 400 advisors out of more than 19,000 gather to discuss best practices and how to improve client service.

I am proud to come from a family that values giving back to the community and am proud to work for a firm that encourages it as well. I currently serve on the board of directors of the Lake Pepin Legacy Alliance and Multicolores. In 2012, I won the prestigious Edward Jones Spirit of Caring Award, which recognizes financial advisors who exemplify our culture of giving back.

With regard to my talented branch team, Sue Neibacher has been with the firm for 20 years and Becky Ries for nine years. Our team is 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 Address

801 Pine Street Hastings, MN 55033

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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