As a branch team, myself and Megan Kriegel work together to empower and serve the women in the community and surrounding areas.

I am the financial advisor at our branch and have a mission to educate and inspire women to shape their own financial futures. I work to develop personalized strategies for women who are in transitional periods of life to help them achieve their financial goals. I hold my FINRA Series 7 and 66 Registrations, Life Accident and Health Insurance Licenses, and have a Chartered Retirement Planning Counselor™ (CRPC™) designation. My passion for empowering women has led me to serve as a board member for SHE Counts, a non-profit in Grinnell with the mission to empower the women and girls of Poweshiek County and I also lead the U.S. Virtual FemCity chapter, a members-only networking organization with gatherings for women launching and growing businesses or careers within a corporate or institutional setting. I live in Montezuma with my husband, Matt, and our son, Calvin. My hobbies include reading, sewing, golfing and traveling.

Megan, our Branch Office Administrator, focuses on providing exceptional client experiences. She is dedicated to creating a welcoming environment where clients can not only feel at ease but can also learn and grow their investment knowledge. Megan also serves as a board member for SHE Counts, and is heavily involved in the diversity, equity and inclusion framework and programing at Edward Jones. Megan is the backbone of our team and ensures every client receives the utmost care. Megan was born and raised in Poweshiek County, and now resides in Grinnell with her dog, Percy. Megan's hobbies include camping, traveling and playing volleyball.

Together, we work to ensure that every person who walks through the doors of our office feels heard, supported and empowered. Many of our clients experience divorce, the loss of a loved one or the change from a corporate position to entrepreneurship. Our goal is to help our clients confidently navigate through these transitions. We strive to create a safe and comfortable environment where our clients can ask questions, learn about investing and make informed decisions. We are currently accepting new clients and encourage you to reach out if you're looking for a team to help educate, empower and support you.

We look forward to meeting you soon!

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Divorce Finances
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Sewing
  • Golfing

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More