I believe life is a journey with moments when we evaluate where we have been, are and would like to be. Based on those moments, we can make choices or changes to our life path. I found myself in one of those moments prior to coming to Edward Jones in 2017. I had an established career as an office manager/controller for a large electrical contractor in Kalamazoo. However, I struggled with something missing in my everyday work. An opportunity at Edward Jones presented itself and it met criteria I wanted to see in my future career.

My strongest career desire was to have an impact on people's lives. I am an educator at heart and see immense value in helping individuals, families, business owners and many others find comfort, understanding and direction with their financial future, goals and well-being. I use an established process to build personalized financial strategies for my clients which are designed to help them achieve their unique goals depending on where they are in their life journey. It is extremely important to me to take time to truly listen and get to know my clients on a personal level before I move forward with their financial strategy. We create objectives and strategies tailored to their circumstances. My Branch Office Administrator, Chuck Moore, and I continue to maintain regular contact to help ensure their goals are built, maintained and protected. As part of my service, I will collaborate with your CPA, attorney or other trusted professionals when needed - always keeping client information confidential.

Outside of my role at Edward Jones, I enjoy volunteering in my community. As a lifelong resident of the Otsego Area, I am active with Women Who Care of Allegan County, Rotary International, Chamber of Commerce, Junior Achievement and volunteer at school as needed. In my free time, I enjoy camping/travelling, Jeeping with my husband, Cody, and daughters, Taryn, Gracie and Kit, boating at Selkirk Lake, watching soccer and relaxing with my family.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Camping
  • Soccer
  • Traveling
  • Home Improvement

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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