For the last 14 years, I have enjoyed working with families for their many financial needs and goals. To better serve my clients, I hold the CERTIFIED FINANCIAL PLANNER™ certification and the Accredited Asset Management Specialist™ designation. In addition to the education and examination components of my certification, I've also committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.

Prior to Edward Jones, I was at the University of Oklahoma and earned a Bachelor of Business Administration degree while also competing in women's golf for the college. Boomer Sooner!

My husband, Joe, and I have been blessed with a son named Logan and recently, our daughter, Kenna. We enjoy golfing, fishing in northern Wisconsin and South Dakota, and also some intense board games with friends. In the community, I'm currently the president of the Byron Area Chamber of Commerce, a member of the Byron Lions and also on the board of the Byron Economic Development Authority.

Effectively planning for retirement can involve a variety of accounts and investments. Investing should not be "one-size-fits-all." We can help you develop a strategy for working toward your retirement goals. We enjoy working with clients who are devoted to the strategy we develop and see us as partners, working toward their financial future.