I am blessed to be in a career that I can say I love. I dedicate myself to listen and truly understand my clients' financial picture and then help give them the financial flexibility to enjoy their passions. I have had the privilege of watching clients travel in retirement, send kids and grandkids through school, and make a lasting impact on their community through charitable giving. Most of my clients come to me through referrals of family members and friends, during times of transition when they need assistance, such as retirement or receiving an inheritance.

I have been with Edward Jones since 2006 and have recognized that over the years financial strategizing has become increasingly complicated. I enjoy the challenge of developing complex, high net worth strategies that often require collaboration with tax and legal professionals. To ensure that I am offering the most comprehensive advice to my clients, I earned my CFP® certification in 2022. I was fortunate enough to attend Forbes Top Women Advisor Summit (2023), three Managing Partners Conferences (2021-2023) recognizing the firms top 400 advisors and two Barron’s Top 100 Advisor Women Summits (2021-2022). In addition, I serve in many firm leadership roles, and hold the Series 7, 63, 65, 66 registrations and AAMS™ designation.

Originally from Lexington, NE, my family and I have made Kearney our home since 2009. My husband, Clay, is a teacher at Meadowlark Elementary, and we have two kids, Cale and Ayla. Our family is active in tennis, golf, basketball and volleyball, and we enjoy boating and tubing at Johnson Lake. Additionally, I have served on several local boards and am currently a member of the Kearney Chamber Envoys. My family attends the Evangelical Free Church.

In our office, we strive to provide highly personalized service. Tracey Gowen has been my Senior Branch Office Administrator since 2009. Her background is in financial services, banking and bank operations. Tracey is married to Jason, and together they have two children, Jordan and Treygan. She is originally from Grafton, NE.

In 2022, we added Nikki Masek to our team as a Branch Office Administrator. She brings 13 years of banking experience. A Chadron native, Nikki is married to Jay, and they have two children, Ashton and Cooper.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Volleyball
  • Tennis
  • Scuba Diving

Office Information

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More