What differentiates our financial practice from many in the industry is our focus on listening to you, understanding your unique situation and learning about your financial goals. I use an established, repeatable process to build personalized strategies to help you achieve your financial goals (retirement planning and income strategies, saving for college, wealth transfer strategies, life insurance and more). I partner with my clients to revisit their goals, their risk tolerance and their progress towards reaching these goals over time to help keep them on track.

Since I started working for Edward Jones in 2006, I feel it is important to educate our clients, so they understand the “how” and “why” behind each strategy. Then, the decisions and the most appropriate solutions become apparent.

Our branch team is supported by Becky Noble as well as the renowned resources of the Edward Jones home office, located in St. Louis, Missouri. Our passion for helping people is what has led our financial practice to where it is today. As a financial advisor, it’s my job to teach investors so they are able to make informed decisions. Our hope is that each client is confident and concerned enough to ask questions about all aspects of their own situation.

I have three wonderful children – Hayden, Cullen and Maggie. The kids are involved in baseball/softball, soccer and even riding a horse. It is rewarding that many of the individuals we serve we also see in town through our involvement in the community. I feel it is very important to be involved in the community you serve. As a family, we enjoy the outdoors, fishing, traveling and being with our two dogs and two cats.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Traveling
  • Baseball
  • Hiking

Office Information

Mailing Address

Po Box 168 Mt Horeb, WI 53572

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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