At Edward Jones, we focus on serving the financial needs of investors of all ages and financial means. Sonja, the Branch Office Administrator, and I have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

We will develop a solutions-based approach tailored to your goals, working with your CPA, attorney and other professionals as needed.

I first came to Edward Jones as a client. As a young investor, I knew I should save and invest but didn't have the time to do it myself. I was busy working and raising a family. My Edward Jones financial advisor at that time led me through the process of what needed to be done to safeguard my financial future. I knew I was in trusted hands. I never expected to be downsized, so I had some life decisions to make. I knew it was now my turn to help others prepare for and protect their financial futures.

Serving as a financial advisor has truly made a difference in the lives of our clients. It has given families options they didn't think they had like sending kids to college, choosing when to retire or leaving a legacy.

I am originally from Wisconsin and have been in Phoenix more than 30 years. I obtained the professional designation of CRPS® (Chartered Retirement Plan Specialist) and serve as an Edward Jones field trainer. Sonja, my Branch Office Administrator, is a Minnesota native. She enjoys playing golf and riding her horses. Sonja also came to Edward Jones as a client first.

We value personal relationships based on a deep understanding of your unique financial needs. We know what it feels like to be on the other side of the desk, so we are dedicated to providing you the highest level of service possible!

We welcome the opportunity to talk about how we might serve you. Call us at (623) 516-7755 to schedule your complimentary appointment today.

My Personal Interests

  • Community Outreach
  • Traveling
  • Hiking
  • Pets

Office Information

Office Address

2005 W Happy Valley Rd Ste 145 Phoenix, AZ 85085

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More
Two Edward Jones clients review tax documents in front of their open laptop.

Tax resources and client statements

Make informed investment and tax decisions with helpful and clear information.

Learn More