My passion for investing started at a young age from a valuable lesson taught to me by my grandfather. He always said, "Pay yourself first" and convinced me to save a portion of every dollar I made. Now, I am pleased to pass on this lesson to others.

I originally joined Edward Jones as a branch office administrator in 2001 and was instrumental in the development and growth of our branch office and also in the training and mentoring of fellow associates. I was offered a limited partnership at Edward Jones in 2011, then transitioned to a financial advisor role in 2018.

As an Edward Jones financial advisor, I believe it is essential to invest time to understand what is important to you before you invest your money. Working closely with you, your CPA, your attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. Focuses on my business include retirement and savings strategies for local businesses, tailored solutions for individual financial goals and assisting clients with generating the income necessary to sustain retirement.

For many years, I have coordinated an annual food drive for our local food pantry along with collecting toys for children during the holiday season. I enjoy volunteering at the Fitchburg Senior Center as well as advocating for the Alzheimer's & Dementia Alliance of Wisconsin. I'm also a member of the Fitchburg Lions Club.

Michael, my husband, and I first met in Portage and moved to the area in 1994. Together, we enjoy traveling, music events, gardening and other outdoor activities.

Amy Holt joined me as our dedicated branch office administrator 2018 and lives in Fitchburg with her husband and two children. She enjoys cooking, gardening, knitting, traveling and walking her dogs.

Together, we look forward to helping you achieve your financial goals. Please contact us so we can learn about what is most important to you.