Helping you achieve your financial goals and enjoy your life's passions – that is what I've been honored to do for over 13 years now and I so love what I do!

My team and I focus on comprehensive wealth strategies creating financial paths that offer flexibility for today and stability for the future. We accomplish this by listening carefully, asking lots of questions and taking time to understand what's truly important to you. Then, using an established framework, we work together to create customized, financial strategies to help you navigate life's surprises and realize your dreams.

I am also proud to serve as a general partner with Edward Jones and as a regional leader to over 90 branches in Southwest Michigan.

My team in Richland is ever growing and includes Courtney Klaassen, Alec Gabrielli, Jennifer Ritchie, Jane McDonagh and Morgan Washburn.

Courtney is my right hand – and some days I'm pretty sure she's my left, too. She assists clients with planning for retirement, education and estate considerations and handles transfers and trades. Courtney and her husband, Kyle, recently built a home and had their first child, Ellery.

Alec serves our clients similarly to Courtney, but with a focus on family and generational planning. She loves to spend time reading, hiking or trying new recipes to share with friends and family.

Jennifer is the voice of our team, welcoming clients on the phone and in person. She also handles appointment scheduling and preparation. She enjoys spending time with her family and dog, Milo.

Jane handles our administrative insurance processing and all the extra touches we enjoy doing for our clients. Jane's balances her love of the outdoors and healthy lifestyle by cycling, golfing and tending to her lavender garden.

Morgan recently joined our team to help us continue to serve the Richland community.

In addition to my branch team, we have the privilege of working with many financial advisors in our area, including Jay Doll, Taylor Macomber, Morgan Yaw and Barb Hammond.

Outside of the office, I love spending time with family and friends. I am passionate about traveling, meeting people and experiencing new cultures. I also enjoy getting outdoors, trying new things and looking for unexpected ways to be charitable.

My team and I would love to get to know you and help you achieve your goals!

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Divorce Finances

My Personal Interests

  • Traveling
  • Hiking
  • Pilates
  • Cycling
  • Yoga

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

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