Helping people is my passion. Whether it is for my clients, my family or my community, I want to help further their development. This is my way of caring and making a difference in the lives of others.

As a CERTIFIED FINANCIAL PLANNER™ professional, I can confidently serve my clients. I have been helping clients at Edward Jones for over 19 years. I have enjoyed every aspect of my experience at this firm. The culture and philosophy of doing what is right for our clients is a perfect fit for my ideals. In 2016, I made the decision to transition from the role of branch office administrator to financial advisor. My motivation was to serve my clients at a more impactful level, a decision that has proven to be the most rewarding career decision of my life. This is what has driven me to become a CFP® professional.

My mission is to provide a friendly and professional atmosphere. I listen to my clients and help them identify their goals and then personalize the strategies we use to help achieve them. Most importantly, I want to empower my clients with the confidence of knowing they have proactively positioned themselves by making informed decisions.

My branch office administrator is Tami Garrison. Tami owns the crucial role of facilitating our clients' strategies while making sure they feel understood and informed. It is our mission to exceed our clients' service expectations on a daily basis.

My inspiration is my family. My husband, Doug, and I have lived in Winterset for 23 years and are blessed with two daughters and one grandchild. Doug is a retired high school math teacher and coach. We enjoy motorcycle rides, watching sports and spending time with our family and friends. Our daughter, Shelby, and her husband, Sean, have a beautiful daughter. Shelby is a professor at Central college in Pella, IA. Our daughter, Darby, lives in Winterset and is a pharmacist.

Tami and I invite you to meet with us to learn how we can make a difference in your life and your family members' lives for generations to come. We want you to feel welcome and understood.

Focus areas

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

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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