For over 24 years, I have been working with families and business owners, understanding what is important to them and helping them achieve personalized goals and investment strategies. Working closely with you and your other trusted professionals, I can help determine an appropriate financial strategy to achieve your goals, such as business retirement planning, insurance strategies, building a personal retirement plan, saving for education or creating a regular flow of income.

I hold the CFP®, AAMS™ and ChFC™ professional certifications as well as a bachelor's degree in health care administration from Concordia University. I am passionate about health care and have served on the Mercy Lincoln Hospital Board for over a decade. I have also been a board member and president of Troy Chamber of Commerce.

As my business has grown, I have partnered with several financial advisors to assist me in providing clients with exceptional and personalized service. From 2015-2021, as regional leader, I led over 75 branch teams throughout St. Charles and Lincoln Counties in Missouri. I qualified multiple times for the Edward Jones Women's Conferences and have served in many volunteer leadership roles through the years.

My husband, Doug, and I live in Troy and have three grown children: Nick, Ben and Katie. Our best times are with family, especially our five grandchildren. I enjoy camping, reading, golfing and boating at the Lake of the Ozarks. I love to watch sports, especially the Cardinals.

My branch office administrators, Jessie St. Pierre and Chrystal Schuerman, have over 13 years combined experience. We are dedicated to providing you with the highest level of service possible and will partner with you to help keep you on track to reach your goals.

Please call us when we can be of service to you.

Focus areas

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

My Personal Interests

  • Golfing
  • Reading
  • Baseball
  • Traveling
  • Active Lifestyle

Office Information

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 - 04:00PM
Sat Closed
Sun Closed

Branch Team

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