As an Edward Jones financial advisor, I use an established process to learn what is most important to my clients. I build personalized strategies to help achieve their desired goals. And most importantly, I continue to work with them throughout their whole life to help them stay on track.

I joined Edward Jones in 2004, opening a branch in Dubuque, IA. I became a limited partner of Edward Jones in 2011. I received my CERTIFIED FINANCIAL PLANNER™ designation. In addition to the education and examination components of my certification, I've also committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.

In 2018 I attended the Edward Jones Annual Women's Conference, an honor reserved for the firm's top 250 women financial advisors. I also attended in 2021, the annual Edward Jones Financial Advisors Leaders Conference, an honor reserved for the firm's top 1,200 financial advisors.

I graduated summa cum laude and earned my Bachelor of Arts degree in both finance and real estate at the University of Northern Iowa. I have held numerous leadership roles within our firm and am currently serving on the Edward Jones Investment and Education Committee. I also serve locally as treasurer and board member for the Dubuque Arboretum and Botanical Gardens.

I reside in Dubuque, IA, with my husband, Brad, and our three children, Lexy, Gavin and Claire. We enjoy skiing, watching movies and just spending time together as a family.

I work alongside my amazing branch office administrators, April Hanson and Katie Preston, who are dedicated to providing our clients with the highest level of service possible.

Focus areas

  • New Investors
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Movies & Entertainment
  • Traveling
  • Personal Fitness

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 Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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