As your Edward Jones financial advisor, I want to know and understand what is important to you - this is the best way to determine the most appropriate financial strategy for you and your family. We will partner together, using an established process to help you achieve your financial goals.
Likewise, it is important for you to get to know me as well. I have worked in financial services since 1994, and I started my career with Edward Jones in November of 2004. My husband, Bill, works for a local construction company and is a firefighter with the Sturgeon Lake Volunteer fire department, and we have four children: Daren is an air traffic controller, Nikki is in her last years of college as a physician assistant, Suzy is exploring options in the trades and Ashley is in cosmetology school. I am so very proud of my family and they mean the world to me. I am a huge MLWR REBELS fan. I am active with the Moose Lake Area Chamber of Commerce and the Moose Lake Kiwanis Club. Giving back to the community that has given me so much is hugely important to me.
I understand how vital it is to work with a financial advisor you trust to help you accomplish your financial goals. I absolutely love helping my clients work toward accomplishing their goals and love the planning aspect that comes along with it. Our branch office administrator (BOA), Debbie, is my partner and a great friend. She is meticulous and detail oriented in her work. Building strong, personal relationships comes naturally to both Debbie and I and we are dedicated to providing our clients the highest level of customer service possible.
At Edward Jones, we are focused on you and your family. I have access to some of the best financial analysts in the industry, advanced technology supporting our office, and the backing of a firm that is nearly 100 years old. We are ready to serve you!
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Domestic Partner Finances
- LGBT Finances
- Intergenerational Planning
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