From an early age, I desired to be financially independent. Motivated and determined, I purchased my first home at age 23. Today, I help others find the confidence and path to create their own financial independence, wherever they are in their lives.

One of the biggest barriers to achieving financial freedom is making assumptions that may not serve you well – assumptions about risk, the quality of an investment or the costs. Part of my role is to provide the information and guidance that allow you to make well-informed choices with your money and your future. Together, we'll identify what really matters to you and then, with determination and forethought, follow a financial strategy to get you there.

In our branch, Kelly Egbers and I work together to provide one-on-one service to clients. Our goal is to provide the personal service that affirms how important you, your family and your success are to us.

In the community, I serve on the board for Rural Response for Healthy Children. I also serve as a senior leader, leading the East Division of Edward Jones, guiding the health and growth of more than 500 branch teams so that more clients can experience the hallmark brand of Edward Jones service.

As a limited and general partner, I am a partial owner of the firm where I've worked for the past 25 years. As a privately held company, we are responsible only to our clients, not to outside stakeholders. My CFP® designation holds me to higher standards of knowledge, ethics and client service.

I am an avid hiker who has recently completed the 50k Maitland Trail hike for the 5th time. My husband Dennis and I were born and raised in Huron County and reside in Bayfield. We are the proud parents of two teenage children, Maitland and Dawson.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations
  • Special Needs Financial Considerations
  • Intergenerational Planning

My Personal Interests

  • Health & Nutrition
  • Running
  • Hiking
  • Culinary Arts
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More