As your Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward and what's important to you before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. If you have an interest in socially responsible investing, I can help you achieve the right mix of investments you will feel comfortable with. What I do best is help you organize your finances and keep you on track to build and protect your wealth. Through a five step process, I can help you achieve your most important goals while feeling understood, informed, in control and secure about your future.

I am a sixth-generation Jefferson County resident. My husband, Bob, and I own Seven Roses Inn Bed and Breakfast in Fairfield. Before joining Edward Jones, I was CFO of Iowa State Financial Services Company in Fairfield. I graduated from the University of Wisconsin's Graduate School of Banking in 2000 and Financial Manager's School in 2004.

I have twin daughters and five grandchildren. In my spare time, I enjoy spending time outdoors, traveling, baseball, reading biographies and being with my family. I am an active member of the community. I am a member of The Rotary Club of Fairfield and secretary of PEO, Chapter MB. I have previously served on numerous boards including the Fairfield Library Foundation and Fairfield Arts and Convention Center. I served on the Fairfield City Council for two non-consecutive terms and was mayor pro tem during the second term.

My branch office administrator, Lori, is a busy mom of six ages 1-23. She takes a personal interest in you and is dedicated in providing you with the highest level of service.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for you because we recognize the challenging needs of your business and your life.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Socially Conscious Investing
  • Estate & Legacy Strategies
  • Divorce Finances

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

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