Our "Why"
I grew up in a small town in rural Minnesota and my dad was a small business owner. My parents started investing when I was in elementary school and they taught my brother and I the importance of investing and planning at a young age. I began my career with Edward Jones in 2007 and love being a part of the New Richmond community. In addition to working with clients, I was named a regional leader in 2018 and today, I am responsible for over 60 branch teams in western Wisconsin.

How We Partner with Our Clients
Before you can begin working toward achieving your financial goals, you must first define what’s important for you and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? We can help you prioritize your needs and define your goals. Relationships are key, and in our view, meeting face to face (either in our office or virtually) builds strong relationships. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

The Clients We Serve
We enjoy working with clients who are looking for more than just a financial strategy or investment advice. We are here to coach our clients and help them see possibilities for their futures!

Our Team
Our office team includes branch office administrators Donette Shepherd and Jordan Hutchins. They have a combined 15-plus years of experience and are dedicated to providing our clients with the highest level of service possible.

On A Personal Note
My husband, John, is also a financial advisor with Edward Jones! We are the proud parents of our two young children. We love to travel, especially to visit family on the west coast. You will often find us at cooking classes, wine tastings and our family's lake cabin near Alexandria, MN, in the summer.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Traveling
  • Cooking
  • Music
  • Skiing
  • Spending Time with Family

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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