Our team’s objective is simple: Take care of our people. We focus on understanding our clients' unique personal values and financial needs in order to create and deliver customized financial solutions. Our process includes identifying and tracking multiple short-term and long-term goals, communicating regularly to deliver timely information, working closely with clients' accountants and attorneys along with our Edward Jones advanced solutions experts and providing competent, comprehensive advice and guidance.

I maintain a certification as a CFP® professional, which helps further my ability to work through complex client needs, tax–efficient investing, income and estate strategies.

We work with clients across more than 10 states throughout the country including:

- High-net-worth families with complex financial needs
- Serious, long-term individual investors
- Professionals such as attorneys, accountants and engineers
- Healthcare executives and physicians
- Foundations and non-profit organizations
- Small- to medium-sized business owners

Born and raised in Michigan, I am an active mother of three boys: Eli, Caleb and Jett. I have coached soccer and wrestling; developing the fundamentals of life in young men. I'm an avid yogi and novice golfer. I strive to enjoy the challenges of both practices for life. I volunteer for several local and national charities, supporting them by consulting on funding strategies, serving on the board, donating and participating in local fundraising events.

Our outstanding branch office administrator, Janessa Hartwell, provides the highest level of professional and personalized service available in our industry. She grew up in Chicago and moved to the area when she was in high school. She has a deep passion for volleyball, a sport she had the privilege to play collegiately. She was recently married and enjoys spending time with her two fur babies.

We are committed to providing highly personalized service, focused on your unique needs. Together, we'll strive to achieve your goals and ensure that you feel understood, informed, in control and secure about your future.

Focus areas

  • Business Retirement Plans
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Sports Enthusiast
  • Yoga
  • Traveling
  • Golfing
  • Aviation

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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