As a financial advisor, I help individuals, couples and families grow their assets for the long term. With over a decade of experience in the financial industry, I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals.

I graduated from Purdue University and started my career at Vanguard. Over the years, I've realized that being able to speak to someone you trust when you and your family are most vulnerable is invaluable. I listen to what's important to you, use an established process to help you reach your goals and will partner with you to help keep you on track. Having a financial advisor who has the ability to help you build and manage your entire financial strategy and who truly cares is a privilege and honor.

As your Edward Jones branch team, we believe it’s important to gain your trust and understand your goals before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I also work with small business owners in evaluating their business retirement plans and transition strategies.

I enjoy being an integral part of the community and am involved with such organizations as the Friends of the Coronado Library, Coronado Chamber of Commerce, two Coronado Women's Investment Clubs, Alzheimer's Association and Rotary Club of Coronado. Helping our military families is also important to me, as my father trained in Coronado as a Navy Seal. My husband, Sam, is a local architect and our son, Brooks Nathan Beard, was born in 2021.

Branch Office Administrator Sue Maack has over 25 years in the financial industry, is a Rotarian and Coronado community member. Together, we are dedicated to providing you with the highest level of personalized service in the industry. Please call or stop by our office anytime. Thank you!

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • Employee Stock Options
  • Retirement Savings Strategies

My Personal Interests

  • Community Outreach
  • Traveling
  • Walking
  • Golfing
  • Pets

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 - 02:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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