Allowing someone into the world of your finances can be deeply personal, and it is important to select someone with a wealth of practical knowledge, personal experience and a passion for helping people to be your trusted advisor.

Born and raised in Clintonville, I have many ties to the area and am excited to serve clients in my hometown. I grew up on a small dairy farm, and I watched my parents partner with an Edward Jones financial advisor. I was taught at a young age the importance of saving and investing, from both my parents and our Edward Jones financial advisor.

In 2016, I began my career as a financial advisor with Edward Jones. I find it a great privilege to partner with my clients and help them the way I was helped. I have a passion for helping those who feel fearful of investments or money matters to become empowered to understand how it all works in non-technical terms. I help clients understand their investments after years of feeling in the dark. Every client is unique, and by taking the time to listen and truly understand what is important to them, we are able to build and implement a personalized strategy to help achieve their serious long-term goals. Through regular contact, we partner with clients for life and adjust the strategy as circumstances change.

Beyond my role as a financial advisor, I enjoy being active in the community. I am involved with the Clintonville Area Foundation, United Way, Chamber of Commerce, Rotary Club and the Four Dams Snow Goers Snowmobile Club. I also enjoy many outdoor activities with family and friends such as hiking, walking, boating and snowmobiling.

Along with my branch office administrator, Brooke Pingel, we are dedicated to doing what is best for our clients with trust and confidence.

I look forward to working with residents of Clintonville and the surrounding communities. Please don't hesitate to call with any questions or to schedule a complimentary review of your financial statements and investment strategy. Brooke and I look forward to meeting you!

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

My Personal Interests

  • ATVs
  • Spending Time with Family
  • Active Lifestyle
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
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 By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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