As an Edward Jones financial advisor, I have a passion for investing my time to understand my client's hopes and dreams. I create customized strategies which address needs and life's bumps along the way. I try to bring simplicity to my clients' financial accounts and estate strategies needs.

After attending the University of Minnesota, Duluth and graduating summa cum laude with a bachelor's degree in business administration, I joined my dad in practice in 2008. Together, we have been serving clients in the Zumbrota community since 1994. He has since retired. I went on to earn my Accredited Asset Management Specialist ™ professional designation* in 2010.

Being recognized as a top female advisor in the firm since 2014, I became a limited partner at Edward Jones in 2017. With a spirit of partnership, I've held various volunteer leadership roles in Southern Minnesota, including Key Leader, a position where I spend time educating branch teams on how to serve clients in an ethical and compliant manner. I qualified to attend our firm's 2018 and 2019 Managing Partner's Conference, reserved for the top 10% of financial advisors.

My branch team consists of Carol Anderson and Anna Jensen, senior branch office administrators. Together, they have more than 16 years' experience with the firm. In more recent years, I invited Kaye Anderson, another financial advisor, to join our team to serve more people in our area. We are all dedicated to providing outstanding service to you, our client, by truly understanding what's most important.

My husband, Steve, and I have two daughters and have lived in Zumbrota since 2008. We are active supporters and volunteers within the Zumbrota-Mazeppa schools, the community and our church.

*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

My Personal Interests

  • Spending Time with Family
  • Gardening
  • Tennis
  • Hiking
  • Camping

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

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