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 with Edward Jones in 2011 with an office in Waukesha for five years. In 2016, I left to be a private client advisor for JPMorgan Chase, when I realized my passion for helping clients aligned better at Edward Jones. I returned to the firm to the Franklin office and have now been with the firm for over 10 years. Working at Edward Jones has been more than a job; It has allowed me the opportunity to foster strong relationships with families and businesses in the area and give back to the community. 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 with family and friends.

My branch office administrator: Sherri Ehleiter, is an extension of the service experience that I provide to our clients. Making sure that our clients' needs are taken care of with respect and care.

Sherri has a background in employee benefits and is a great fit for assisting clients with their concerns. She and her husband live in Oak Creek. They have two adult sons and one daughter-in-law that live in the area as well. She enjoys spending time with family and friends, bible studies, volunteering, walking and gardening.

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 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 07:00PM
Fri 09:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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