My entire career has been in the retirement industry, and my path to Edward Jones began when I felt called to create a deeper impact in my community. Working for Edward Jones has given me a chance to fulfill my passion of improving the lives of individuals, families and businesses through financial education and helping investors make better decisions towards their financial goals.
As a second-generation financial advisor, I grew up watching my father provide exceptional service to his clients and shine as a leader in our community in small town Iowa. His hard work and dedication to his clients was an inspiration to me. As he nears retirement, I'm excited to carry on his legacy. I recognize that I have big shoes to fill and am energized to take on the challenge with his guidance and mentorship.
My goal is to help you reach your financial goals by:
1) Understanding what's important to you
2) Using an established process to build your personalized financial strategies
3) Partnering together over time to help keep you on track
After growing up in Northwest Iowa, I graduated from Drake University with degrees in actuarial science and finance. Prior to joining Edward Jones, I spent ten years as a retirement plan consulting actuary in Chicago and Omaha. My family and I now reside in Bennington, NE.
Outside of work, my husband (an actuary) and I stay busy keeping up with our three young children. Our family enjoys lots of youth sports, birdwatching, golfing, trivia and frequent board game nights. I am active in my church and volunteer with Math Motivators, a program that provides free math tutoring to students in underserved schools.
Edward Jones emphasizes long-term client relationships and human-centered investing. There is tremendous value in having a personal and trusting relationship with your financial advisor, and I am here to provide that service to you and your family. Please call today to schedule an informal appointment to get to know each other.
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