I realize money, investments and wealth can cause stress. I hope to help reduce that anxiety by truly understanding what's important to you and your tolerance for ups and downs in the market, and then developing a personalized strategy to help you meet attainable short-term and long-term goals.

I create tailored solutions to help my clients build, protect and distribute their wealth. I help them figure out where they are on that path, and then help create a strategy to get them the rest of the way.

I believe in working together toward your goals, giving personalized advice, using an established process and having transparency in fees. We take pride in providing exceptional service while organizing and simplifying your financial life. Our clients are the top priority in our office.

My career in financial advising started in the year 2000. Over the years, I have also taught several college classes in personal finance at Waukesha County Technical College. I love to teach and learn and am committed to continuing my education and deepening my knowledge base. I currently hold my CFP®, ChFC® and CRPC™ certifications, in addition to numerous licenses.

My husband, Nick, and I moved back to this area in 2003, where we both grew up. We have two wonderful boys who are both in the Arrowhead district. Our oldest son, Dominic, our micro preemie who was born three and a half months early at 1 lb. 3 oz., is preparing for his final academic years before college. Our youngest son, Landon, aspires to be a professional MLB player and keeps us busy on and off baseball fields.

Outside of the office, I enjoy spending time with my family, attending our boys' events, traveling, reading and being a part of the community. I am involved with the Merton Community School District and Waukesha Memorial NICU Parent Advisory Board.

My Branch Office Administrator, Linda Kluge, started with Edward Jones and our branch office in June 2021. Outside the office, she enjoys spending time with her husband, Matt, son, Alex, and dog, Myles. They enjoy attending sporting events, traveling, watching Alex play in various sports and spending time with family and friends.

If we can be of help or service, please feel free to call the office at: (262) 563-1452.

Focus areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Baseball
  • Traveling
  • Snorkeling
  • Movies & Entertainment

Office Information

Mailing Address

P O Box 578 Merton, WI 53056

Office Hours

Office Hours
Mon Closed for Holiday
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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