"Welcome Friends" is written on a chalkboard as you enter the vestibule to my office. I truly enjoy building lasting relationships with my clients and feel privileged when I am able to witness clients reach their goals.

My clients often come during times of transition, such as job change, retirement or receiving an inheritance. I also enjoy the challenge of working with clients to develop complex, high net worth strategies which often require collaboration with other professionals such as your CPAs and attorneys. Licensed in several states, I am able to serve clients and their loved ones nationwide.

My new team member, Shelley Alwin, Senior Branch Office Administrator, is new to this office, but not to Edward Jones. She has more than 20 years of customer care and service experience with Edward Jones and is excited about the opportunity to serve the Greater Beloit Region. A multi-year recipient of the Edward Jones Client Service Excellence Award, Shelley also has received the J.D. Power's survey score of 100% satisfaction by her clients.

Shelley and I take the time to listen to our clients and use an established process to help build personalized and appropriate strategies to attain their unique goals. We partner with our clients by maintaining regular contact to educate, inform and make adjustments when needed.

As the Women Inclusion Leader for my region, I support and develop women financial advisors and provide insight and guidance on inclusion and diversity to the region and our leadership team. I serve my community as a Beloit Chamber Ambassador, welcoming new businesses to our community and participating in events around the Greater Beloit area.

Outside of the office, you will find me most weekends at a local campsite enjoying the wonders of nature and hiking with my husband and two pups, Cooper and Cash. My twin granddaughters also keep me busy, and spending time with them is a joy beyond measure.

Believing laughter and humor enhances our quality of life, Shelley has been known to tell a corny joke or two and is always on the pursuit for new material. In her free time, she could be practicing yoga, working out, spending time with family and friends, or shopping to find that perfect pair of jeans.

If you are interested in learning about how we can help you reach your goals, give us a call today.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Insurance & Annuities

My Personal Interests

  • Crafts
  • Gardening
  • Home Improvement
  • Antiquing
  • Personal Fitness

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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