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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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Interests

  • Family
  • Cooking
  • Running
  • Reading

Community Participation

  • Kenosha History Center Board Member
  • Kenosha Area Chamber of Commerce Board Member
  • Kenosha Area Chamber of Commerce Ambassador

Areas of Focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Insurance
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Saving for Education

Experience

Awards & Recognition

  • Ameriprise Mercury Award, 2003
  • Ameriprise Circle of Success, 2006

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions

Professional Associations

  • Financial Planning Association

Files for Download

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Office Exterior

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.