As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. We are dedicated to providing you with the highest level of service possible, with relationships based on stewardship, not salesmanship. Working closely with you, your CPA and attorney, I can help determine the most appropriate financial strategy for you and your family.
My team includes branch office administrators Alena Leshner Collaer and Amy Brandt. We focus on what matters by taking the time to understand what is important to you. Then I'll work with you through our established process that we call financial foundations, building personalized strategies to help you reach your goals. Let us show you how we can make a difference.
I joined Edward Jones in 1998 in the home office in St. Louis, MO. I transitioned my career to financial advisor in 2016, when I moved back home to Michigan. My career in the securities industry started in 1989 based on my initials (which, at the time, were SEC). The majority of my career was spent working in the compliance division of Edward Jones and A.G. Edwards. My positions included supervising branch offices, conducting investigations and reviewing legal issues affecting our clients.
I am engaged to Dave Dreher, a retired detective, and have two grown children, Blake and Laura. Laura just graduated from Marquette University with a degree in biomedical sciences.
I completed both the Chicago and New York City full marathons. I volunteer for United Way, serving as a relationship manager and employee campaign coordinator and participating in 'Day of Caring' and other United Way sponsored events.
My professional certifications include the AAMS®, CRPC® and CRPS®.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Socially Conscious Investing
- Business Retirement Plans
- Divorce Finances
My Personal Interests
- News & Media
- Outdoor Enthusiast
- Landscape Design
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?
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More