As an Edward Jones financial advisor, my team is dedicated to becoming your partner on the path toward financial independence. Both myself and my office administrator, Dawn Blum, bring extensive knowledge and passion to developing strong relationships with each of the clients we serve. Our commitment is to be your lifelong partner on this path in helping you achieve financial freedom.

Coming from a split family at a young age, life had many struggles and lessons. My wish for everyone, regardless of their situation, is to be prepared, and feel worthy and confident with their life plan.

I joined Edward Jones in 2010 and have over 25 years of experience in the financial industry. I proudly earned my AAMS® designation, and I received my degree in business management through Alverno College. I love using my years of training, advanced skills and experience to help clients confidently create the lives they deserve.

Dawn has been an instructor with the MATC, co-owner of a small gaming shop and a mortgage loan servicing specialist. Overseeing the operations of our office, she is vital in helping build and maintain the trusted relationships we have with each client.

ABOUT US
I was born in Green Bay and later moved to Milwaukee. I met my husband, Chris, over 25 years ago and we call Ixonia home. Chris is a machinist and our daughter, Kassidy, is a college student studying pre-med. We welcomed our chocolate lab, Oakley, in 2020. We love traveling, being active outdoors and connecting with family and friends.

I am a member of both the Greenfield and Brookfield Chambers of Commerce, and I volunteer for a variety of non-profits.

Dawn grew up in Cudahy, graduated from UWSP, lived in Milwaukee and now resides in Muskego.

CREATING A PATH TOWARD FINANCIAL INDEPENDENCE
It doesn’t matter if you’re just getting started, going through a significant life change or getting close to retirement. We can help you reach your financial dreams and goals. Let’s Talk.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Active Lifestyle
  • Spending Time with Family
  • Movies & Entertainment
  • Bowling
  • Community Outreach

Office Information

Office Address

10700 W Howard Greenfield, WI 53228

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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