Before you can begin working toward achieving your financial goals, you must first define what's most important to yourself and your family. It might include making sure you've saved enough for retirement, putting your children through college, creating an inheritance for your heirs or something else? Working together, I can help you prioritize your needs and define your goals.

I began my career with Edward Jones in 1996. Over the years, I have become a well-versed financial advisor helping many investors reach their personal goals. I have enjoyed becoming a part of many families in my community and partnering with them throughout their lifetime. Coming from a rural background, has assisted me in understanding the unique goals and needs of family owned and/or small businesses. We have been blessed with multiple generations in our branch and work closely with their personal CPA and attorneys for estate planning.

I became a limited partner with Edward Jones in 2003 and have held many leadership responsibilities over my tenure. Serving as a regional leader since 2017, today I am responsible for almost 60 financial advisors in Northeast Indiana. In addition, I was named a principal with the firm in 2019. I also hold a position on the firm's New Products and Services Committee.

I have supported and served many organizations in the community over the past 25 years including North Manchester Rotary Club, North Manchester Chamber of Commerce, Purdue Extension Board, WBCL Advisory Board, Jr Achievement Board and FunFest Committee Co-Chair.

I grew up on a small family farm outside Bippus, IN. Since 1999, my husband and I have lived on the back of the farm. We have three children that are involved in 4-H, FFA and sports. The kids raise and show dairy goats, swine, beef and poultry.

My branch team consists of senior branch office administrator Cathy Weissert, and branch office administrator Haley Burnau and On Call BOA Stephanie Atkinson. Cathy joined our team in 2015 and lives in Wabash with her husband and two little boys. Haley is from Huntington and a recent Indiana University graduate majoring in business management. Stephanie attends Purdue University majoring in Agribusiness with a focus in finance and economics and supports the branch when she is on break from school.

We look forward to serving you and our community for many years to come.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • College Savings
  • Charitable Giving

My Personal Interests

  • Cooking
  • Farming
  • Gardening
  • Fishing
  • Camping

Office Information

Office Hours

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

Branch Team

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