Over the past 37 years at Edward Jones, I have solidified my belief that the most valuable use of my time is to partner with my clients and prospective clients to fully understand their needs and goals, both short- and long-term. Working closely with you, your CPA/tax professional, attorney and other professionals, I will customize an appropriate financial strategy for you and your family.

As your financial advisor, I will walk you through a step-by-step process to evaluate your current situation and future financial goals. Together, we will develop a blueprint that includes the ability to save, invest and evaluate your insurance needs wisely. Most importantly, we will develop a retirement strategy designed to help you retire with confidence. Together, we will work through a lifetime of market cycles, home and college savings, births, weddings and losses of loved ones. My clients know I am one phone call away.

My career began in Alpena, MI as a branch office administrator and grew through positions at the Edward Jones headquarters. Since I opened my Chelsea Edward Jones office 22 years ago, I have committed myself to developing the skills to serve my clients with the highest standard of care and earning the CFP® and AAMS® professional certifications.

By living in Pinckney, I get to indulge in my passion for golf by playing in a league with some of my favorite people. I am also an active participant in the community.

Susan Clausen and Kirsten Warren are my branch office administrators. They assist my clients with service needs. Susan enjoys gardening and spending time with her three grandchildren. Kirsten and her family stay active enjoying camping, hiking and boating/fishing.

If you are looking for a financial advisor who will clearly assess what is important to you and create personalized strategies for your financial health, I look forward to hearing from you.

Focus areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Community Outreach
  • Crocheting/Knitting
  • Golfing
  • Health & Nutrition
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon Closed
Tue 09:00AM - 04:30PM
Wed 09:00AM - 07:00PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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