We are focused on you! We use a standardized process to build personalized strategies to help you develop and achieve your goals. We want to partner with you throughout your life to keep you on track. Edward Jones has thousands of professionals and advanced technology to help you reach your financial goals.

Personal relationships and trust are key. We feel meeting face to face builds strong relationships. We meet when it's convenient for our clients in the community in which they live or work in order to provide personalized service.

In my professional career, I've only had two positions – both in advising. I began my Edward Jones career in 2006 as a financial advisor in Cambridge, WI. Previously, I was an account executive for CenterPoint Energy as a natural gas specialist from 1997 – 2006.

I earned the AAMS® professional designation from the College of Financial Planning in 2010. In 2004, I earned my master's degree in business administration from Edgewood College in Madison. In 1997, I earned my bachelor's degree in psychology from Saint Xavier University in Chicago.

Originally from the Chicagoland area, I have called the Madison area home since 1999. I have two children; Mia (2003) and Eric (2005). Soccer, weekends up north, travel, golf and our two dogs keep us busy.

In my years at Edward Jones, I've received a limited partnership and volunteered as a field trainer, mentor and support leader.

As your financial advisor, I invest my time with you to understand your goals and needs before you invest a single dollar. I am careful to treat you the way I would expect to be treated – with respect, confidentiality, professionalism and clarity. I can work with your CPA and attorney as a member of your team. Partnering with my Branch Office Administrator, Staci Lein, we are here to work for you.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Music
  • Golfing
  • Fishing

Office Information

Office Hours

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

Additional Hours

  • Evenings

Branch Team

Email Me

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