As your financial advisor, every strategy I offer and every solution I recommend is based on what's most important to you. My first step is ensuring I understand what is most important to you. Then, together, we will work through our established process to build your personalized strategies and determine needed actions to help you reach your financial goals.
I feel fortunate to have come to Edward Jones with life experiences, undergraduate and master's degrees, and with a work history that allows me to relate well to what life may be presenting my clients. Understanding that life's priorities may shift, I am prepared to help clients navigate change. Our relationship and my personal commitment to help you realize your goals will remain the constant as I partner with you to help maximize your investment potential.
A frequent comment I hear from clients is that I make investing understandable and less intimidating... I speak their language! Choosing an financial advisor for your goals is important, and I encourage you to give me a call or stop to help so you can determine the right financial advisor for you.
I am the proud mother of three young adult children. Outside of Edward Jones, I am a tennis, art, UW sports, wine and bicycling enthusiast. I have been a member of many clubs over the years and am currently on the board for the Network for Charitable Giving, President of the Sauk Prairie Community Club, and an Elk Member.
My branch office administrator is Pam Zersen. Together, we are passionate about providing the highest level of client focused service. When not working, Pam is enjoying Lake Wisconsin with family and friends. She loves to travel, even if it is to a cabin or resort in Wisconsin. On her desk, you will see her adorable grandchildren and her dog, Sammy.
Our branch is here for you and your loved ones, so please don't hesitate to contact us at any time.
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Business Retirement Plans
My Personal Interests
- Active Lifestyle
- Art & Theater
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need 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 quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More