When I was considering my career change, I found there was one essential component I knew I had to have: working with people individually to help them reach their goals. Ever since my first job as a swim instructor, I wanted to work with people one-on-one so I could understand what made them unique and to find out how to help them in the best way possible.

As a musician and college instructor for 15 years, I relished in the world of collaboration and individuality. Every performance and student brought me to a new awareness of the unique situations and aspirations of every individual. Teaching and singing brought its own financial considerations as well; I had to navigate the complexity of variable income, atypical tax strategies and small business retirement planning.

I hold degrees in music and English because I understand the importance and power of stories. I want to learn about your story, what you value, and – most importantly – why. If you want some suggestions about stories that are sung at a high decibel, I can probably send you some operas to consider. However, I'm much more interested in your life than in some 19th century Italian opera.

While my career has moved from focusing on music to finance, I am still actively involved as a community member in music, education and in our church. My husband and I enjoy teaching our children the importance of delayed gratification by taking them on long bike rides or canoe trips and rewarding them with ice cream later.

If you are looking for a financial advisor, I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. Call or email today to schedule your appointment.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Socially Conscious Investing
  • New Investors
  • Estate & Legacy Strategies
  • College Savings

My Personal Interests

  • Music
  • Art & Theater
  • Canoeing
  • Cycling
  • Yoga

Office Information

Office Address

16 E Main St Marshalltown, IA 50158

Office Hours

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

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