I am a second-generation financial advisor with Edward Jones following in my dad's footsteps. We have been serving our clients and their financial goals since 1994 in the Zumbrota community. I joined my dad in our practice in 2008 and am proud to continue our family tradition of bringing simplicity to financial affairs and estate strategies.

Whether your goal is to retire early, manage income in retirement or save money on taxes, our team will work with you to understand what is most important. We use an established process to build personalized strategies and partner with you throughout your life to help you stay on track.

As a result of our dedication, I have received honors reserved for the top 10% of Edward Jones financial advisors every year since 2018. I also dedicate volunteer time weekly to help other branch teams find success.

I have a bachelor's degree in business administration from the University of Minnesota, Duluth. I went on to earn my Accredited Asset Management Specialist™ professional designation* in 2010. My husband, Steve, and I have two daughters and reside in Zumbrota where we enjoy long walks, playing tennis and travelling to new places. We are active supporters and volunteers within the Zumbrota-Mazeppa schools, our church and the community.

With regard to my talented branch team, Carol Anderson has been with the firm for over 16 years. Carol and Todd enjoy spending time with their three daughters, three sons-in-law, and five special grandchildren. Tricia Cash joined our team with extensive medical administrative background. She and Kameron have two daughters and enjoy sailing as well as being outdoors together.

*The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Traveling
  • Gardening
  • Tennis

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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