Few people are blessed to find their true calling in life. I have genuinely found my passion and am dedicated to helping my clients achieve their financial goals. I find great joy in explaining complex financial concepts in a way that is relatable and easy to comprehend.
It is a compliment to hear clients say they finally understand their investments and how their finances are working for them after years of not having a clear understanding.
I listen, care and dedicate myself to helping my clients achieve their definition of financial success. My clients often come to me during times of transition, such as retirement, business succession, divorce or inheritance.
I spend considerable time seeking to understand what's most important in your life, so we can deliver a valuable relationship in achieving your financial wellness.
We focus on:
- Meeting with you regularly to help ensure progress is being made on what's most important.
- Using our experience to help you manage risk and deliver growth and income aligned with your goals.
- Partnering with your other professionals to ensure clarity on your entire strategy.
- Listening and understanding what's most important to you.
- Documenting your goals, while working with you to achieve them.
- Helping you achieve financial wellness. With this, we will treat you like family.
I am originally from Florence, WI, a small town near the Upper Peninsula of Michigan. After attending college in Ann Arbor, MI, I relocated to Chicago before moving back "home," where I settled in Hartford, WI, to be near family. My husband, Jeffrey, tempers glass at Wisconsin Shower Door in Menomonee Falls and is retired military. We have one daughter, Charlotte, and a rescue pup, Ripper.
Dawn, the branch office administrator, is here to provide you with the highest level of service. Please don’t hesitate to call on her with any questions you may have.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
If you aren’t a client yet, we would love to welcome you into our office and into our family. Our goal is to provide you with exceptional, personal service to help you and your family achieve your purpose and your dreams.