Life can throw us a curve ball now and again. It was in one of those moments that I came to Edward Jones. I found myself in the middle of a merger between two pharmaceutical companies. During this time, I was introduced to an opportunity to become a financial advisor. A career at Edward Jones culminated my values, educational background and life's work experience, where I can truly make a difference in the lives of others. It was one of the best decisions I ever made.

Prior to Edward Jones, I worked in a variety of industries, from retail rental (Rent-A-Center) and aviation (Bombardier) to pharmaceutical (Wyeth/Pfizer). Past experience with prominent industries has afforded me the opportunity to relate to your situation and build a customized strategy to secure your future.

I am excited to be in partnership with existing and future clients to help them achieve their short- and long-term goals and dreams. I develop personalized investment strategies that meet our clients' unique objectives, from building and protecting wealth to transferring wealth to the next generation. We believe in a comprehensive approach and frequently collaborate with client's attorneys and CPAs to create optimal solutions.

Julia Lette is my branch partner. She came to Edward Jones from Union State Bank where she was a multi-branch manager. Julia and I take time to understand what's most important to you and the goals you are working towards. We are located in Derby, KS, but serve clients across the country with our state-of-the-art financial tools and virtual technologies.

My husband, Tracy, and I met in high school and married a year after graduating from K-State. We have two adult daughters and two granddaughters. We love spending time in the outdoors. Hiking, biking and traveling are often enjoyed with family and friends.

We welcome the opportunity to learn about what's most important to you and how we can help. It all starts with a conversation - let's visit.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Charitable Giving
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Skiing
  • Personal Fitness

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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