I joined Edward Jones in 2008 because I have a passion to help individual investors to understand and achieve their financial goals. I believe it's important to invest my time to understand what each individual client is working toward before they invest their money. In addition, my branch office administrator, Stephanie Hunt, is always here to help with the needs of our clients. Stephanie has eight years of experience, and together we work to help ensure each client feels welcomed and valued.

We provide highly personalized service focused on you. We believe that consistent communication, based on the technology you're comfortable using,
and face to face meetings build strong relationships and help us better understand and meet our clients' unique goals and needs. We enjoy working closely with business clients to develop and support, through employee education, their employer retirement plans.

As a native of Michigan, I enjoy being active in the communities I live in and serve. I am in my eleventh year as a volunteer with Junior Achievement. I have served on the board of directors for Alternatives in Motion and as a board member for Ridge Park Charter Academy PTO and United Way of Portage. I have also been a member of the Forest Hills Business Association. I have served Edward Jones in several regional capacities including volunteering as a mentor, a trainer, a new financial advisor coach and the client solutions advocate. I was named a limited partner with Edward Jones in 2015.

Along with my husband, Dan, we are the proud parents of our son, Caleb. We have lived in Grand Rapids since 2002. We enjoy traveling the world and tasting the local cuisine in the places we visit. This supports my love of cooking and Dan and Caleb's love of eating. As a family, we enjoy the many seasons and outdoor activities that Grand Rapids and Michigan have to offer.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Culinary Arts
  • Gardening
  • Home Improvement

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

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

Learn More