My ideal clients are those that want to carefully and thoughtfully work towards financial goals ranging from retirement planning, education savings, and estate considerations. I understand no two clients are the same and neither are the approaches we design to achieve those goals. I am a UW-Eau Claire graduate with a bachelor's in business administration. I became a financial advisor with Edward J
ones in 2006 and opened the St Croix Falls office in January 2008. I was thrilled to find a company with some of the best training and support in the industry where I could assist families face to face in reaching their financial goals. I have had the opportunity to serve Edward Jones in a variety of roles and became a limited partner in 2015. I grew up in Grantsburg, WI - just 30 miles north of my current home as the youngest of eight. I live in St Croix Falls with my husband, Matt. He is a teacher at Grantsburg Schools and owns/operates Endangered Resource Services, LLC. We have two adult sons who are just finishing up their own college degrees, which is such an exciting time! Our hobbies include volleyball, volunteering, travel, music, cooking, baking, hiking and Matt's favorite - birding! I enjoy involvement and leadership roles in local organizations including the STAR Education Foundation of St Croix Falls, Rotary, 100 Women Who Care and Kinship. More than anything, I enjoy getting to know the families we serve, their unique priorities and helping them through both the exciting and the difficult stages in their lives. I am blessed to have Amber Warner and Alissa Norlund on my team. Their roles are crucial to the overall client experience. We strive to be the first choice for serious, long-term investors and enjoy partnering with their legal and tax professionals to develop a strategy to achieve their goals. Member SIPC.
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