Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Tax Planning Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Family Finances
  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Business Retirement Plans
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelors Degree from Northern Michigan University

Interests

* I have been married to my husband, Patrick, for over 4 years. We enjoy spending time outdoors and riding our bikes all over Madison.

* I am currently a member of USTA (United States Tennis Association) and play tennis as often as I can.