I have been a financial advisor at Edward Jones for over 19 years and hold the CFP® professional designation. I believe in building relationships with my clients, where I understand their financial goals and the level of risk they're comfortable accepting when investing. With this balance, together we can put strategies in place to help reach their long-term goals.

Before joining Edward Jones, I worked extensively in the financial services industry, serving as product manager for First Chicago (Vice President, 1987-1996) and ABN AMRO Bank (Netherlands, Vice President/Product Manager, 1996-2000), as well as Arthur Anderson (senior Manager/Director, 2000-2001). I wanted to become a financial advisor so I could work with people directly and help them plan for and achieve their financial goals.

My accomplishments and accreditations since joining Edward Jones include leadership roles within our region of Edward Jones branches; invitations to the 2017, 2019, 2020 and 2021 Managing Partner's Conference (annual event held exclusively for the top 400 of the firm's more than 18,000 financial advisors); CFP® and AAMS® professional designations; and ADPA®.

I enjoy giving back to the community. I am involved in the Saugatuck Douglas Rotary; Saugatuck Area Business Association; 4 Paws Lakeshore (founder, former president, current vice president); Mason Street Warehouse; Children First Lakeshore (founder, current president); and Ox-Bow School of Art (former board member).

My long-term partner, Dave Heilman, and I enjoy spending time with family and friends, participating in the many art and cultural activities in the community, gardening and camping. We also enjoy our three rescue dogs, Loki, Cleo and Sky.

Our branch team of Barb McNally, Registered Branch Associate; Sandi Trembley and Penny VanDyke, Branch Office Administrators, enjoy working with our clients and giving the highest service possible.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • LGBT Finances
  • Charitable Giving

My Personal Interests

  • Animal Rescue
  • Art & Theater
  • Community Outreach
  • Pets
  • Traveling

Office Information

Office Address

45 Blue Star Highway Douglas, MI 49406

Mailing Address

P.O. Box 727 Douglas, MI 49406

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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