Our Edward Jones mission is to help positive, successful people discover and achieve their personal and financial purpose in a friendly, welcoming atmosphere. We do this through a team approach, making sure we are caring for every aspect of your financial life as you build wealth for retirement, spend wealth in retirement and pass wealth on to the next generation.

Our commitment is to make sure we understand what’s important to you before we make investment recommendations. To accomplish this, we use an established process to help identify your financial goals along with your comfort level for risk. We partner with you, your CPA and your attorney to provide the highest level of personal, family friendly service to help you achieve your financial purpose.

My business partner and branch office administrator, Sandy Deibert, and I have worked together for over 23 years, not only establishing the first Edward Jones branch in Pewaukee, but also serving our clients with the utmost respect and care.

I graduated from Arrowhead High School, received my bachelor's degree from Carthage College and my master's degree from UW Milwaukee. I am a principal with Edward Jones and the regional leader for Milwaukee and Waukesha counties, responsible for over 70 Edward Jones branches. I have served in the Pewaukee and Hartland communities in many capacities with several service organizations. In addition, I have been involved with coaching high school track and field for over 17 years. My husband Jim, a retired firefighter, and I have three children, Megan, Joey and Ellie, and a golden retriever named Emmy.

If you aren’t a client yet, we would love to welcome you into our office and into our family. Our ultimate goal is to provide all of our clients with exceptional, personal service to help you and your family achieve your purpose and your dreams!

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

Office Information

Office Hours

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

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