We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace. My first experience with Edward Jones was as a client. I felt valued & knew my financial advisor & his office administrator had my best interest at heart. The firm has evolved through the years, but what hasn't changed is our commitment to helping
clients & prospective clients identify their goals & provide personalized solutions in helping meet those goals. I strive to make sure my clients feel heard & that I understand their unique story. I focus on helping my clients understand the investment world in terms they can understand, so they know why I suggest a specific strategy; what to expect from it & how much it is going to cost. I hold a Bachelor of Science degree in business education from UW-Whitewater, & I consider myself a lifelong student & educator, recently earning the CRPC™ designation. Outside of Edward Jones, my husband, Jason, & I reside in Slinger & have one son, Tyler. We enjoy biking, traveling, camping, & getting outside as much as possible with our 3 (crazy) dogs: CiCi, Ginger & Boomer. We love to participate in local community events & enjoy meeting new friends & neighbors. My office administrator, Brigette La Loggia, completes our team & is passionate about providing our clients with the highest level of service possible. In her free time, she loves travel, movies & spending time with family & friends. At Edward Jones, we are focused on you. Wherever you are on your financial journey, it's beneficial to have a guide & an advocate. I'd be honored to be yours.
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