One of the most rewarding parts of my job is watching my clients grow and learn in the investment world. It's not enough to live in retirement; my job is to help you flourish in retirement... And with all of your goals! Together, we will determine what is most important to you, build a personalized strategy to achieve those goals, then partner together throughout your life to help you stay on track.

I was raised in Albert Lea. After high school, I went to college at Augsburg College in the Twin Cities. After earning my degree and gaining some work experience, my husband and I moved back to our hometown to establish our careers.

My community is a very important part of my life – I serve as a member of the Albert Lea Noon Kiwanis club and on the board of the Albert Lea/Freeborn County Chamber of Commerce, and I am "retired" from the United Way board, YMCA Board and several other committees in our community.

Edward Jones is also part of my community that I feel strongly in giving back to. I have served in various roles on our leadership team for seven of eight years of my employment. Currently serving on the key leadership team as the culture of inclusion leader, I coach my team to help other financial advisors in our region work together, with an ultimate goal of providing an environment of inclusion not just for each other, but for our clients as well.

I currently reside in rural Albert Lea with my husband and have two adult children. When we are not volunteering in the community, we enjoy golfing, boating and spending time with friends and family.

My Senior Branch Office Administrator, Jennifer Schmidt, has 23 years of experience in the service industry and is dedicated to providing you with the highest level of customer service possible.

I became a financial advisor to help clients. I chose Edward Jones because the culture of the organization closely relates to my own – always putting our clients first.

I would love the opportunity to meet you and help determine how we can work together. Please contact me to discuss your next steps!

Focus areas

  • Retirement Savings Strategies
  • Domestic Partner Finances
  • Divorce Finances
  • Intergenerational Planning
  • Employee Stock Options
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Art & Theater
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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