I have been a financial advisor at Edward Jones for over 20 years and hold the CFP® certification. 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 them 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 and 2019 - 2022 Managing Partner's Conferences (an annual event held exclusively for the top 400 of the firm's more than 18,000 financial advisors)
- CFP®/CERTIFIED FINANCIAL PLANNER™ certification, AAMS™ and ADPA™ professional designations

I enjoy giving back to the community. I am involved in Children First Lakeshore (founder, President; feeding children impacted by hunger); 4 Paws Lakeshore (founder, Vice President); Wishbone Pet Rescue Alliance (Vice President; animal rescue, shelter, and adoption); the Saugatuck Douglas Rotary; Saugatuck Area Business Association; Mason Street Warehouse; 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.

Barb McNally, Registered Branch Associate (licensed in Series 7/66 and Life, Accident, and Health Insurance), assists me in working with clients to service their financial goals.

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

Mailing Address

P.O. Box 727 Douglas, MI 49406

Office Hours

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

Additional Hours

  • Web Conferencing

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