As your Edward Jones branch team, we believe it's important to invest our time to understand what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.

In 2007, I began my Edward Jones career as a financial advisor in Cedar Falls. Today, Edward Jones serves the community from three convenient locations.

I have been honored with the Edward D Jones Sr. Founders Achievement Award and I have served the firm as a mentor, field trainer, level coach and the recruiting team as the women in inclusion specialist.

My branch office administrator, Tina Stoner, has 25 years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our client's unique goals and needs.