When it comes to choosing a partner with which to build and protect your finances – experience matters. With my 27-year career as a financial advisor, and my colleagues' combined 94 years of experience, our clients can feel confident in knowing they are working with some of the most knowledgeable and skilled professionals in the industry.

Our team, including myself, Julia Jones, Denise Will, Bernice Probst and Lisa Hoelscher, are passionate about helping individuals and families achieve their financial goals. Our priority is to maximize the organization of a client's finances and provide clear and consistent communication to simplify the complexity of investing. To provide a truly comprehensive service, we also partner with our clients' tax professional and attorney.

I focus my practice on serving the needs of individual investors, as well as small-to-medium sized business owners. I provide education on my clients' investment options and transparency on costs and fees. Importantly, I also help my clients avoid common pitfalls of investing, like underestimating retirement income needs, not preparing for inflation or making investing decisions based on emotion. The longer I'm in this business, the more I see the impact a financial advisor can have on a client's successful financial future.

In addition to my work with clients, I've mentored and trained new financial advisors, and I served as a WINGS leader, which promotes the growth of women and diverse financial advisors. I recently completed a five-year term as a member of the Edward Jones Grassroots Task Force, an advocacy group dedicated to individual investors. In my community, I was a founding member of 100-Plus Women Who Care of Effingham County, and served as a mentor for "CEO", the county's high school entrepreneur class.

Outside of the office, I enjoy time with my husband of 30 years, Bruce, and our two adult daughters. As a family, we enjoy playing tennis, boating, travel and playing cards.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings

Office Information

Mailing Address

Po Box 1136 Effingham, IL 62401

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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