Have your retirement plans changed lately? Do you know how much money you’ll have available to spend each month in retirement? Are you considering a part-time job? Have you thought about your insurance needs? Edward Jones can help you refine your retirement strategy, taking an in-depth look at all your retirement accounts. By looking at the big picture now, we can help you make sure you’ll spend retirement on your terms and with as few surprises as possible.

I attended the University of Wisconsin - Oshkosh and graduate magna cum laude with an MBA in business administration. I have also earned the CFP® and the AAMS® Financial designations.

My spouse and I moved to Fort Myers from Wisconsin in 2004. I volunteer and have volunteered with the American Cancer Society, Safari Club International (SCI), the Iditarod in Alaska and currently with the Golden Retriever Rescue of Southwest Florida. I enjoy travel and helping people.

My branch office administrator, Leslie Schlotfeld, and I are committed to providing you the highest level of service possible.

I would like to help to provide the answers to your questions, so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Divorce Finances
  • New Investors
  • Insurance & Annuities

My Personal Interests

  • Animal Rescue
  • Traveling
  • Photography
  • Fishing
  • Wine Collecting/Enthusiast

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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