Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts in Psychology Loras College 1991
  • Bachelor of Arts Kirkwood Community College 1986

Interests

I enjoy spending time with my rescue dog Roxie, and spending time with friends. I have a passion for wine, so anything involving wine is greatly appreciated. Traveling is always on my mind and I go as often as I can. My recent favorite trip was to Cabo San Lucas, Mexico! I enjoy giving back to the community as well, so I deliver Meals on Wheels a couple times a month right here in Belleville. I can be found watching many a Packer or Badger sporting event on game day! My down time is spent binge watching Netflix at home.

Community participation

Belleville Meals on Wheels

Belleville Senior Center

Previous experience

  • Financial Advisor Edward Jones Belleville, WI, 2010-2016