Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Licensed WI Insurance - Life, Health and Variable

Awards & recognition

  • Ameriprise Circle of Success, 2017
  • Five Star Wealth Manager, 2013, 2015 & 2016

Interests

Adventures with my family are by far the best. My husband Gary and I enjoying traveling as much as possible with our two children Aidan and Emma.

Our family enjoys just about any outdoor activity - kayaking, hiking, boating, and camping. I am an avid equestrian and enjoy any opportunity to go out for a ride with my horse Hogan.