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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BBA, Marketing, University of Wisconsin-Milwaukee

Awards & recognition

  • Five Star Wealth Manager, 2023 - 2024

Interests

  • I enjoy participating in 5k's with family and friends. Especially up north in Door County where I was born and raised.
  • I love to travel and have been to Germany, Switzerland, Spain, Mexico, Hawaii, St. Lucia, London, Italy, and Ireland.
  • Getting a good workout in at Orangetheory.
  • Spending time with my family and friends.
  • Getting outdoors as much as I possibly can during the summer months.
  • Reading
  • Camping