Welcome! As your financial advisor at Edward Jones in Delavan, we provide big city credentials and strive to deliver small town dedication and exceptional service. I am lucky to have Susan Black, my branch office administrator, on my team who is smart, efficient and funny. Together, we enjoy taking care of our clients - individuals, families and entrepreneurs that are serious, long-term investors in our local area and across the country.
As your financial advisor, I do my best to understand what is important to you. This helps me apply our established processes in crafting your customized strategy. We partner together over your lifetime so we can make adjustments when things change to help you stay on track for the long haul.
Being a financial advisor with Edward Jones since 2009 is a true joy and honor for me. I’ve always loved my work, and at Edward Jones, I get to work my calling. I am proud of our Edward Jones reputation and culture of doing what’s right for our clients.
I studied economics and finance at Kellogg and upon coming to Edward Jones, I also obtained my insurance license and CFP® certification to help give my clients my best.
Before Edward Jones, I was in Chicago as a vice president at IRI and a business consulting manager for Ernst & Young. I worked for GM as an engineer in the U.S. and Mexico and for University of Wisconsin-Rock County as an adjunct instructor. I was fortunate to be a stay-at-home-mom for Zoe and Ava back home in Wisconsin. My husband, Brian, works for Angus Young and Associates, an architect firm in Janesville.
Edward Jones has been a great fit for my family and me. Please find a financial advisor/branch team that's a good fit for you. Be heard. Feel trust and confidence.
Please contact us and see if I can help you get the work done so you can focus on things you enjoy. 262-728-4224.
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- College Savings
- Insurance & Annuities
- Wealth Strategies
- New Investors
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Office Address1034 C Ann Street
Delavan, WI 53115 opens in a new window
Phone NumberDebra Cross at (262) 728-4224
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