I joined the Edward Jones family in 1998 after a 16-year career in banking. Being a financial advisor is to be able to help people and to treat them as though they are my own family. I am thrilled to partner with clients in the work of helping achieve their financial goals.

Every strategy and solution I offer or recommend is based on "What's important to you!"

My ideal clients are those that want to carefully and thoughtfully work towards long-term goals that range from preparing for or living in retirement, to sending a child or children to college, or outlining estate considerations. No two scenarios are the same, nor are the approaches to mapping out the strategies for achieving those goals.

I am an active member of the Green Bay Rotary Club, serving as the Sergeant at Arms at our weekly meetings. I am also on the Rotary Foundations board where we give thousands of dollars each year to local charities and organizations. I also serve on the investment committee of the Girls Scouts of Northwestern Great Lakes region. I serve as a member of and cantor of the St Joseph Catholic Church in Oneida.

My husband, John, and I live in Hobart, just west of Green Bay, where we enjoy gardening, canning and country life. Our three children and granddaughter are the loves of our lives.

My senior branch administrator, Jenni Neerdaels, has been with me since 2015. Her and her husband, Mike, and their two children are lifelong residents of Green Bay. Jenni is dedicated to providing you with the highest level of service possible.

I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation - let's visit.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • College Savings
  • Entrepreneurs & Business Owners

Office Information

Office Hours

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

Branch Team

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