Advisor profile


Your partner in planning for a confident future

My team and I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through comprehensive planning and investment strategy. At Eventus Wealth Advisors, we start with your story and then have a conversation about key financial areas including covering essentials, ensuring you’re living your life to the fullest, preparing for the unexpected, and leaving a legacy.

By providing trusted guidance and identifying clear steps to take toward your goals, we help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Retirement Plan Distribution
  • Tax Planning Strategies
8
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 in Finance, Northern Michigan University

Interests

I am, and will always be, a woman who is passionate about setting goals. I strive each and every day to improve the lives of my family, my team members and our clients.

I look to empower the lives of woman through financial education so that they feel confident to make decisions for themselves and their families every day.

When not at work, you'll find my husband, Patrick, and I riding our bikes all over Madison, playing tennis and even joining in on a game of pickleball at our local courts. Our family aims to keep life simple so we can focus on being more grateful.

Community participation

Dane County Habitat for Humanity volunteer