I joined Edward Jones as a financial advisor in 2015 in Franklin and recently moved to a branch in Greenfield. I serve clients who prefer personal and customized wealth strategies that are straightforward and sensible. No two situations are the same, and my team and I enjoy taking on complexities that require a broad range of experience.

My team has three office administrators: Louise, Sharon and Kristi. We use an established process to help clients achieve their own personal goals. This process is based on honesty, empathy, integrity and love for ourselves and others.

I am a 2014 Marquette University Law School alumna, earning a juris doctorate. I also earned a certificate in alternative dispute resolution focusing on mediation, negotiation and estate planning. In 2008, I earned a bachelor’s degree in Spanish from the University of Wisconsin Milwaukee. In 2004, I studied abroad in Cuernavaca, Mexico, and in 2006, I studied abroad in Sevilla, Spain. I also taught English in Madrid, Spain, from 2008-2009.

On a personal note, I am one of eight siblings and originally from Wauwatosa. My family currently lives in Elm Grove. I am 37 years old, my husband's name is Mark, and he is a restaurant/bar owner and operator. We have two 10-year-old daughters named Blue and Ella. Mark and I met when our daughters were in the same kindergarten class, and they are now in 4th grade. Blue and Ella are active with dance, ballet and playing with friends. My hobbies are cooking and hot yoga.

Two things motivate me. First is connections. Connecting with others pushes me to do better and to be better in my personal life and in my career. Second is knowledge. My life's purpose is teaching; therefore, I am passionate about learning and sharing what I learn with others so they can make better informed decisions for what is best for them.

Helping clients maximize their potential to serve their purpose and achieve life goals is the essence of what I do.

Focus areas

  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:30PM
Tue 08:00AM - 06:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

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