There is nothing more important to me than understanding what is important to my clients.

It has been my privilege to partner with families and business owners in the community as they aspire to realize their financial goals. The deep and meaningful relationships developed over the years have created an environment where my clients feel valued and secure. Partnering for the long term to achieve goals is the foundation that my practice is built on.

My passion for planning and desire to adapt to the ever-changing financial needs of my clients led me to become a Personal Financial Planner (PFP) in 2003. This certification helps me define a complete investment strategy for each and every client using our 5-Step process. It is my attention to detail and ability to listen, that keep our clients well positioned to reach their financial goals.

My husband Allen and I have two grown children and four beautiful grandsons. We enjoy camping, motorcycling, gardening and travelling.

My Branch Office Administrator, Astra Hoffert plays a vital role in our ideal client experience. She keeps our team organized and is dedicated to providing you with the highest level of service possible. She has been with Edward Jones since 2018. Astra and her husband Chris have a daughter and are active in the community.

We believe in community supporting community and we strive to promote local businesses and organizations to make our community a better place. We are current members of the Chamber of Commerce.

We would like to help provide the answers to your questions so you can make informed, financially sound decisions. There is no better time to get started than right now! Reach out to us today to have a conversation about what is most important to you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Protection Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations
  • Education Savings Strategies

My Personal Interests

  • Motorcycles
  • Camping
  • Cycling
  • Gardening
  • Traveling

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