As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

In 2007, I began my Edward Jones career as a financial advisor in Sauk Prairie. Today, Edward Jones serves the community from three convenient locations. I became a limited partner with Edward Jones in 2015. Passionate about working with business owners, I earned the Certified Exit Planning Advisor® designation in 2022.

Active in the community, I am a member of Sauk Prairie Kiwanis, Sauk Prairie's Toastmasters group and a former president of both the River Arts Board and the Sauk Prairie Area Chamber of Commerce. I also serve as president of the Sauk Prairie Healthcare Foundation. In 2012, I received the Volunteer of the Year Award from the Sauk Prairie Area Chamber of Commerce. I was nominated twice more in 2016 and 2019.

My Senior Branch Office Administrator, Jennifer Nesbitt, joined our branch in 2008 and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. Jennifer also supports the community by being involved in Bar Buddies.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.