Caring attentively for your family is always the most important part of our day. As your financial advisor, I am always delighted to sit down and learn about your unique goals and establish personalized financial strategies to match. It is my honor to partner together throughout life's ups and downs to help you achieve your hopes and dreams. Kris Wery is my friendly branch office administrator, and she assists families with all administrative needs.

My established process is designed to empower you to positively impact your family's future. I will help organize, grow, protect and transfer your wealth to loved ones:

*Organize: Are you tracking multiple retirement accounts and investment statements? I will help you organize your investments to achieve a defined goal through diverse, high quality and long-term investments.

*Grow: Following the Edward Jones established process, I will create a tailored portfolio in order to help build your wealth based on your personal comfort and financial objectives.

*Protect: Part of providing for your family's future is developing a proactive strategy to help ensure financial resources are available, if the unexpected were to occur.

*Transfer: We will create a legacy strategy with special beneficiaries and charitable causes important to you.

After a decade of professional philanthropic experience, I have a special interest in charitable giving. I assist non-profit organizations in achieving charitable investment goals supporting their mission and help families support causes dear to their hearts in tax-efficient ways.

I strive to live my life with gratitude, purpose and joy. As an engaged community member, I volunteer to make a positive difference in our community. I actively volunteer for my parish in Peshtigo, the Northeast Wisconsin Technical College Education Foundation and the Greater Marinette-Menominee YMCA.

I live in Peshtigo with my husband, Joe (also an Edward Jones financial advisor), our beautiful children and perfectly spoiled dogs. While not at the office, you can usually find me boating, camping, cozied up with a good book or cheering on my kids' soccer, softball and swim teams.

I would be delighted to hear from you. Please feel welcome to call my office at 715-330-6046 to schedule an appointment, or email me directly at [email protected].

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Community Outreach
  • Camping
  • Triathlons

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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