Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investments
  • Investment Management
  • Saving for Education
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Family Finances
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 66
  • Life & Health Insurance

Education

  • Bachelor of Science-Finance with Risk, Insurance, & Financial Planning Concentration UW LaCrosse, WI

Interests

  • Spending time with Family/Friends
  • Golfing
  • Biking/Hiking
  • Fishing
  • ATV/Snowmobiling

Community participation

United Way "Meals on Weekends" Program

Marshfield Elks Lodge #665

Awards & recognition

  • Lifescape Wealth, Ameriprise Client Experience Award, 2021

Previous experience

  • Administrative Assistant, 2013-2019