I was born and raised in Mt. Pleasant. My parents still live on the farm where my mom grew up, which was homesteaded in 1868. I have a lot of fond memories of growing up in this area. It is the place I raised my own family, built my career and still call home. After a long career at The Delfield Company, I started with Edward Jones in 2006 as a financial advisor. I became a limited partner in 2008 and earned the AAMS® professional designation in 2011.

My motto has always been and still is: "The more people in my community I can help educate and thrive, the brighter our community will shine in the future."

Finding someone in this world you can trust to help you work toward a comfortable retirement and pass on your family legacy isn't easy. A financial advisor who understands what is most important to you, uses an established process to help you reach your goals and partners with you throughout your life to help keep you on track is critical. Further, you want someone who takes the time for you to fully understand all the costs involved as well as how each of your investments and accounts work together.

Caroline Lake, my branch partner and senior branch office administrator, started with Edward Jones in 2015. Before joining Edward Jones, she spent 15 years in the finance and banking industry. Caroline loves social interaction and is truly the best at what she does. I'm lucky to have her!

Our time spent with our clients is the key to their success. Every client is different and has unique desires and needs. Building a trusting relationship with proper expectations takes time and honesty from both parties. Caroline and I have a simple but detailed approach; we don't try to be everything to everyone. We believe in understandable, high quality investments. Using our experience tying all these important factors together, with exceptional service, is how we make a difference.

Call or email our office today. We look forward to meeting you.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Income Strategies

My Personal Interests

  • Traveling
  • Spending Time with Family
  • Skiing
  • Running
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Connect on Social

Branch Team

Request an Appointment

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