My career with Edward Jones began in 2007; my desire from the beginning was to educate as many investors as possible, which led me to educating business owners and their employees. Providing retirement strategy services allows our practice to educate people and show them a path to retirement income and security.

Offering and helping to manage a retirement plan for your company can be one of the most rewarding and challenging decisions you can make. There are many providers wanting to manage your plan's investments with limited support. Our team will provide you the availability and accessibility to address questions or concerns for you and your employees.

In partnership, our branch team includes:

• Senior branch office administrator, John Verhines, who provides personalized service for employer retirement plans and foundation accounts.
• Branch office administrator, Will Thornburg, who provides personalized service to our individual clients.
• Branch office administrator, Jen Hoffman, who serves as our client care coordinator.

Our team strives to serve our employer retirement plans and individual clients with the highest level of commitment and personal service.

In 2014, I became a limited partner with the firm. I have served in several regional and area leadership roles within the firm. I earned the AAMS ™professional designation from the College for Financial Planning, and I am also Series 7 and 66 registered.

I am passionate about helping and being involved in our community. I previously served as the president of the Belleville Chamber and I currently serve on the Belleville DDA.

My personal love is my family. I would not be who I am without them and their support.

Focus areas

  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Golfing
  • Pets
  • Spending Time with Family
  • Wine Collecting/Enthusiast
  • Traveling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed
Email Me

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