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
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Social Security Retirement Benefits
  • Saving for Education
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Family Finances
  • Investment Management
  • Insurance
  • Investments
  • Tax Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 -General Securities Representatives Exam
  • Series 66 -Uniform Investment Advisor Law Exam
  • State of WI Life, Accident and Health and Variable insurance licenses

Education

  • Associate degree in Business, Northeast Wisconsin Technical College, Green Bay, WI

Community participation

Welcomed our newest members to the GFWC Woman's Club
Welcomed our newest members to the GFWC Woman's Club

Membership chair, GFWC Menominee Woman's Club

Interests

My favorite place to be is with my family and friends. You can either find us skiing the Rockies or camping near the lake. I am an active member of the GFWC Menominee Woman's Club and my passion is giving back to the community. Currently my favorite activity is watching my daughter grow into an amazing young lady.