I partner with my clients in a way that is approachable and comfortable for you to ask questions and learn. I strive to explain the investment world in terms you can understand, and how your money can work for you. With more than 10 years experience in the financial industry, I focus on growing, managing and transferring wealth throughout all phases of your life. It's important that I understand t
he risk level you are comfortable accepting, and tailor long-term investment strategies that will keep you on track toward meeting your financial goals. I'm assisted by my branch office administrator, Charlene McCauley. Together, we aim to provide the highest level of service possible. I'm proud to represent Edward Jones as their values align with mine, a client-centered approach to investing. This philosophy is why I chose to leave my banking career to join the Edward Jones family. In addition, the move led me back to my roots in Baraboo and allowed me the opportunity to follow in my father's footsteps. He opened Baraboo's first Edward Jones office in 1983. Growing up and seeing firsthand the relationships my father developed through the years solidified my desire to create those same relationships. I enjoy coming to work everyday knowing I can make a difference in a person's life. Away from the office, my husband, Zak, and I are kept very busy raising our two children, Kyle and Nora. We thoroughly enjoy our family time, and take every opportunity to appreciate the great outdoors at our rural home. We enjoy traveling together and our Wisconsin sports teams. I have obtained my CEPA®, AAMS™, and CRPC™ designations. Member SIPC.
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