
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
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As your Edward Jones team, we believe it is important to know what is important in your life. From your family to your job, we like to know what makes you tick and help you through the transitions that come with life. We work closely with other professionals you work with – from your CPA or tax preparer to your estate planning attorney – so that I can determine your best course of action to line up with your goals.
I have been in the financial industry since 2007 with securities registrations since 2009 (Series 7 and 66) in multiple states. I have my life, accident and health insurance licenses, as well as my AAMS™ and CRPC™ designations.
I work with a variety of clients and have made the most impact with local business owners, women post-divorce or widowed, and philanthropic individuals.
While building my business and helping clients who are in transition – whether changing jobs, divorcing or preparing for retirement – I have been involved in many organizations in the Willmar area. In the past, I have been on the board for the Willmar Lakes Area Chamber of Commerce, Calvary Lutheran Church, Willmar Rotary, the National Association of Insurance and Financial Advisers (NAIFA) and the local Walk to End Alzheimer's. I am also a current member of the Willmar Lakes Area Chamber of Commerce.
I have been honored by my Edward Jones community with the "Ted Jones Spirit of Caring Award" in 2017.
My husband, Mitch, and I live by Pennock, and our children, Zac and Emily, are starting their own careers. Zac is a software engineer and Emily is in marketing.
I would like to help you organize, build, protect and transfer your legacy to the next generation or charity. Please contact me to discuss your situation and options.
Weekday | Availability |
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Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Weekday | Availability |
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Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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