Curating a financial strategy that aligns to what's most important to you is the focus of our partnership.

My responsibility as a financial advisor includes helping to ensure all aspects of your wealth, preservation and protections strategies are working in tandem. This means making sure your CPA, estate planning attorney and other family advisors are all communicating to best meet your needs and wishes.

Whether it's helping you prepare for retirement income needs, adjusting to your financial life after the loss of a loved-one, saving strategies for your individual or business retirement plan, or ensuring your assets are properly allocated within your personal risk tolerance, my goal is to help make sure your needs are met.

We are committed to serving our clients. Fay Ploeger and Becky Johnson, our branch office administrators, are focused on going above and beyond to provide exceptional service.

Outside of the office, I enjoy quality time with family, hiking, traveling, fitness, cooking, reading, northern Wisconsin cabin escapes and planning adventures near and far. I am currently the president of the Parent Teacher Organization for Eagle School of Madison. I serve on the Eagle School Board and the Brooklyn Lutheran Church Board. Through Edward Jones, I serve local branches in improving their leadership skills. I'm a past board member of the Stoughton Area Community Foundation and the Stoughton Area Resource Team.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Yoga
  • Hiking
  • Active Lifestyle

Office Information

Office Hours

Office Hours
WeekdayAvailability
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

Branch Team

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