As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so that you have more options when you retire, regardless of what you decide to do.Judy and Arie, our part-time branch office administrators, are also available to assist you. Please don't hesitate to call on them with questions concerning your statement, dividends or account in general.I graduated from the University of Wisconsin-Milwaukee in 1998 with a bachelor's degree in business administration management information systems. In 2011, I obtained the Accredited Asset Management Specialist™ designation. The College for Financial Planning® awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.I began my Edward Jones career in 2001 as a branch office administrator in Muskego, Wisc. I became a limited partner with the firm in 2007 and a financial advisor in 2008.My husband, Wade, and I have lived in Muskego since 2010. We have four adult kids and a dog.Relationships are key, and we believe in meeting to build strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their businesses and their lives.