I attended Wartburg College and graduated magna cum laude in 1991 with a bachelor's degree in business administration (finance) and accounting. In addition, I earned the CFP® professional certification in 1996. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

In 1997, I began my Edward Jones career as a financial advisor in Plattsmouth. Prior to joining Edward Jones, I was a financial advisor with American Express Financial Advisors from 1991 to 1997.

For the last four years, I've received the Jack Phelan Achievement Award. In 2017, I earned the Frank Finegan Award, and from 2011-2016, I was a recipient of the Ed Armstrong Award. I earned the Jack Phelan Award from 1997-2011. I've also earned the Edward Jones Field Trainer Award as well as the Goodknight Program Award.

Active in the community, I am cofounder of the Plattsmouth Community Foundation and currently serve on its board of directors. I serve as president of Cass County Pheasants Forever #660. I'm a member of Plattsmouth Rotary and Plattsmouth Chamber of Commerce, as well as a mentor in Big Brothers Big Sisters.

My senior branch office administrator, Kris Mickells, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office to help you reach your long-term financial goals.

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Charitable Giving
  • Wealth Strategies
  • Insurance & Annuities

Office Information

Mailing Address

341 Main St Plattsmouth, NE 68048

Office Hours

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

Branch Team

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