As a financial advisor, I work to help clients identify and define their goals. My approach is holistic, beginning with understanding what's most important to you, the client.

Once I understand what is important to you, we will work together to address the entire scope of your financial concerns, including preparing for the unexpected. This process sometimes involves sensitive topics and difficult decisions.

Since everyone's situation is different, the strategy we will prepare is specifically tailored to you. Once strategies are implemented, we will continue to work together throughout your life. We will regularly review your goals and your comfort with risk, in order to help keep you on track toward achieving your goals. Together, we will adjust the course when needed and together, we will celebrate milestones.

I work with individuals, families and businesses. I am proud to serve a wide variety of clients with diverse goals. My clients are focused on creating income in retirement, educating their children and/or grandchildren, transferring wealth to their families and blessing charities. I appreciate having an opportunity to make a difference in the lives of multiple generations, and I have enjoyed serving families in the St. Croix Valley since 2007.

My husband, Bill, and I have three sons, two daughter in-laws, and five grandchildren that we absolutely adore. With an 18-year-old still at home and grandkids to chase around, our life is rich and full.

Our family loves any and all outdoor activities! We especially enjoy getting away to our cabin in Western Wisconsin. In spring and summer, I also try to spend as much time as possible out in my gardens.

Brenda Fry, my partner, has also been with Edward Jones since 2021. Brenda and her husband, James, have three children. Brenda loves to spend time with her family outdoors, taking walks and gardening. Brenda is committed to top-notch service in helping all of our clients navigate all the administrative needs of their accounts.

Focus areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Gardening
  • Traveling
  • Active Lifestyle
  • Pets

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

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