I started my career with Edward Jones in 2007 at the corporate office where I earned my securities registrations to serve clients in 2009. I was a corporate trainer for several years, helping newer financial advisors transition into their role of serving clients. Through this experience, I learned that my true passion was working with clients, where I could build long-term relationships. Since 2013, I have been working together with families in West Michigan to help achieve their financial goals. I have held various leadership roles with the firm and became a limited partner in 2015. To better serve my clients, I earned my CFP® designation in 2019.

My branch office administrator, Amy Gunhus, and I care about our clients. We understand that there is no one-size-fits-all approach, and so we provide highly personalized service focused on each individual. We have consistent conversations with our clients to learn about their families and what is important to them. We then work together with our clients and their trusted professionals to develop and implement strategies for achieving specific financial goals. We also enjoy celebrating our clients when they achieve these important milestones!

On a more personal note, my husband, Josh, and I have three energetic boys between us: Lucas, Drew and Eli. They keep us on our toes and always learning! Josh is a shareholder at Doeren Mayhew in Grand Rapids, so we have a lot of interesting conversations about business and financial strategy! As a family, we enjoy different recreational activities including boating and various sporting events for the kids. The boys are currently into baseball, basketball and soccer.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • College Savings

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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