There's a chair for you.

It's directly across from mine.

Together, from that chair, we will celebrate your successes, navigate your challenges and share in life's moments that happen along the way. The relationship you have with your financial advisor should be comfortable. The chair you sit in should feel familiar, welcoming and safe.

Does that sound like the chair you're currently sitting in? If not – we should talk.

We'll talk about your goals, we'll focus on what is most important to you and we'll follow an established process as we partner together and move forward. My priority is to ensure you know where you're going, are on track to get there and are prepared to handle any unexpected detours along the way.

That's what I get to do every day and I can honestly say, there's nowhere else I'd rather be!

After graduating from UW-Platteville with a degree in business administration, I spent nearly 13 years in the banking industry as a mortgage and personal lender. As I became well versed in the day-to-day operations of personal finances, I couldn't help but see there was a need to help my clients think bigger. That's what lead me to Edward Jones, and it has been one of the most rewarding experiences of my career.

Currently, I reside in Appleton, WI, with my husband, our two children and our three dogs. As a family, we love spending time together playing games, camping and watching cooking shows. In my free time, I enjoy coaching volleyball for a traveling club team and at my children's school. I am also actively involved in a few fantastic networking organizations in the valley.

Our branch team is truly a partnership. Kim Korb serves as our Branch Office Administrator. Kim is the first smiling face you'll see when you come into the branch and the first welcoming voice you'll hear when you call. Kim has a gift of connecting with our clients and is well prepared to handle all of their day-to-day administrative needs.

Kim lives in the valley and enjoys spending time with her family and friends. She is a lover of all things nature including animals, plants and spending time outdoors.

We all get to choose how we spend each day. We are in control of our thoughts, our attitude, and our direction. Kim and I choose to be here and serve you. Give us a call and say hello – we can't wait to meet you!

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • New Investors
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Camping
  • Volleyball
  • Cooking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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