I started with Edward Jones in my hometown of Tawas, MI, in 2005 as a branch office administrator. I loved the relationships we built with our clients and seeing the joy on their faces when we helped them meet a long-term goal.

Family life brought me to the Lansing area a couple years later. I found my perfect fit in the Haslett office, where Rick Scherer and I made a great team. I worked as a registered branch office administrator for about 10 years, before Rick started a retirement transition plan with me. Then the real fun began as a financial advisor! I have enjoyed meeting with my existing clients in the "big chair" and going out in the Haslett community to meet new people.

Our clients – both existing and new – have been so wonderful and accepting. They've worked with us as we worked through how best to serve them. We delight in helping others set goals and gain a sense of control over their financial future. I enjoy teaching others about ways to save, invest and how proactive planning can help you meet your long-term goals.

My branch office administrator, Heidi, is the perfect addition to our office. She greets clients with a smile on her face and is ready to share a cup of coffee and a story (or two!). She was my friend before joining the office, and now is my partner.

My home life consists of my beautiful daughter, Ainslie, and my incredibly supportive fiancé, Scott. We keep busy playing and coaching soccer. We have two dogs, Bo, a laid-back rescue, and Maizie, a ball-driven German shepherd.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • College Savings
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Pets
  • Soccer
  • Baking
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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