As your Edward Jones branch team, we believe it’s important to invest our time to understand what's important to you and what you’re working toward before you invest your life savings. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategies for you and your family. We focus on assisting with your retirement savings, so you have more options when you retire, regardless of what you decide to do. We want to partner with you.
In 2016, I qualified to attend the Edward Jones' Annual Women's Conference, an honor reserved for the firm's top 250 female financial advisors. 2020 was my fifth year as a qualifier. As a lifelong resident of the Peoria area, I began my career as a financial advisor in 1996, opening the first branch office in East Peoria after earning a finance degree from Bradley University in 1993. I also received CFP® professional designation from the Certified Financial Planner Board of Standards Inc.
In addition to serving clients, I served as a regional leader and field-based area leader for Edward Jones from 2012-2020 as a principal. I live in Morton with my husband, Matt, and son, Tristan, who is studying mechanical engineering at Washington University in St. Louis. I am active in our community, serving as the chair for the Kids' Muddy Madness for St. Jude event and the Morton to Peoria St. Jude Run.
My branch team, Tina Haynie, Registered Branch Associate, and Lynn Hummel, Senior Branch Office Administrator, have many years of experience and are dedicated to providing you with the highest level of service possible.
Relationships are key and meeting clients face to face builds strong partnerships. We meet when and where it’s convenient for you because we recognize the challenging needs of your business and your life. In this current environment, we are adaptive and ready to virtually meet you wherever you are. We want to partner with you to help you achieve your goals.
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Employee Stock Options
- Divorce Finances
My Personal Interests
- Personal Fitness
- Scuba Diving
- Active Lifestyle