When I was 17, I wanted to buy my high school boyfriend one share of stock for Christmas. I asked my teachers how to buy a stock, and no one knew. Later, as a freshman at Penn State, I started my first job with benefits. My manager asked me if I wanted to enroll in the 401(k) plan. When I asked, "What's a 401(k) plan?" I quickly realized that my manager was not exactly sure herself. Those two experiences made me realize that I knew nothing about investing and that I was not alone. I began a personal crusade to learn everything I could about investing and developed an interest in helping people build wealth and protect legacies.

I eventually joined Edward Jones as a financial advisor in 2014. In order to better serve my clients, I have earned the CRPC® and AAMS® professional designations.

I use an established process to learn what is most important to my clients. I build personalized strategies to help them reach their goals and partner with them throughout their lives to help keep them on track. I am proud to work with multiple generations of families and serve clients nationwide. I collaborate with clients’ existing CPAs and attorneys to provide coordinated care.

My team includes Maggie Gravel who serves as the Branch Office Administrator and is the backbone of our office. She is incredibly skilled and brings more than nine years of experience in the finance industry.

Within the firm, I serve as the women and diverse inclusion leader for financial advisors in eastern Iowa. Outside of the office, I enjoy spending time with my husband, Jesse, and our son, Brex. In my free time, I enjoy cooking and entertaining, reading, golfing (poorly) and my Book Club. I am a native Pennsylvanian but have lived in Iowa since 2011 and I've loved every minute of it.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • ATVs
  • Spending Time with Family
  • Golfing
  • Baking
  • Cooking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Branch Team

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