As an Edward Jones financial advisor with the CFP® professional designation, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together.
Whether it's planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, estate planning attorneys and life insurance specialists and agents to execute needed actions.
My husband, Max, and I are long-term Bloomington residents and love our community. Max is pursuing a PhD at Indiana University. We have two children, Skyler and Ian, who attend Edgewood Junior High School. When we're not busy transporting kids to music lessons and marching band performances we enjoy cooking, gardening, kayaking, hiking and foraging for mushrooms
I am a proud member of the LGBT community and am honored to work for Edward Jones which was awarded a perfect score of 100 by the Human Rights Campaign Foundation's Corporate Equality Index. The Human Rights Campaign Foundation is the educational arm of America's largest civil rights organization working to achieve equality for lesbian, gay, bisexual, transgender and queer people. HRC envisions a world where LGBTQ people are embraced as full members of society at home, at work and in every community.
Focus areas
- Socially Conscious Investing
- Retirement Income Strategies
- LGBT Finances
Focus Areas
- Socially Conscious Investing
- Retirement Income Strategies
- LGBT Finances
My Personal Interests
- Cooking
- Spending Time with Family
- Traveling
Personal Interests
- Cooking
- Spending Time with Family
- Traveling
Office Information
Phone Number
Steven J Fortune at (812) 336-8464Branch Team
- Ana von Heimburg
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Ana von Heimburg
- Sr. Branch Office Administrator
Branch Team
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