As your Edward Jones financial advisor, I believe it’s important to invest my time in understanding 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. What I do best is help you organize your finances and build and protect your wealth.
I am a sixth generation Jefferson County resident. My husband, Bob, and I own Seven Roses Inn Bed and Breakfast in Fairfield. Before joining Edward Jones, I was CFO of Iowa State Financial Services Company in Fairfield. I graduated from the University of Wisconsin’s Graduate School of Banking in 2000 and Financial Manager’s School in 2004.
I have twin daughters and five grandchildren. In my spare time, I enjoy spending time outdoors, traveling, golf and being with my grandchildren. I am an active member of the community, serving on the board for the Fairfield Public Library Foundation and I am a member of the Rotary Club and PEO. I served on the Fairfield City Council for two non-consecutive terms and was mayor pro tem during the second term.
My branch office administrator, Lori Krumboltz, is dedicated to providing you with the highest level of service.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.