As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're 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.

I am a seasoned financial advisor with more than 18 years of experience helping investors reach their goals. I started working for Edward Jones in 2011; after five years and a brief stint with JPMorgan Chase, I returned to Edward Jones and have now been with the firm for 10 years in total. Working at Edward Jones for has been more than a job. It has allowed me to foster strong relationships with families and businesses in the area and give back. The greatest satisfaction is helping people and businesses establish a strategy that helps them to be able to improve their lives and live their dreams.

My husband, Jay, and I live in New Berlin. I have two wonderful stepdaughters, Taylor and Madison, who both graduated from the Franklin school system and are establishing their own paths in life. We are big University of Wisconsin Badger supporters, attending many football and basketball games throughout the season. Our other interests include tennis, kayaking, golf and enjoying time on lake Waubeesee with family and friends.

We enjoy providing highly personalized service to help understand and meet our clients’ unique goals and needs.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Tennis
  • Golfing
  • Spending Time with Family
  • Volunteering
  • Board Games

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 07:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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